John ZaissCRD Number: 1051987
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
John Zaiss (CRD# 1051987) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 26 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Bank Of America, N.a.||Kalispell, MT||Jan 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Kalispell, MT||Aug 2011 - Current||6|
|Crescent Capital Management||Whitefish, MT||Oct 1994 - Aug 2011||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 1991|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV