Jon AdamsCRD Number: 1255111
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jon Adams (CRD# 1255111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 33 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Bank Of America, N.a.||York, PA||Dec 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||York, PA||Feb 1995 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
- Customer Dispute
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)