Jesus ReyesCRD Number: 7060176
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jesus Reyes (CRD# 7060176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 3 years of experience in the finance industry.
Wealth Management Partners Of Los Angeles
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bonsall, CA||Jan 2019 - Current||4|
|Bank Of America||Escondido, CA||Jul 2016 - Dec 2018||2|
|Bank Of America||San Marcos, CA||Sep 2015 - Jun 2016||< 1|
|Unemployed- Unemployment Collected||Escondido, CA||Feb 2015 - Aug 2015||< 1|
|Dish Network||Escondido, CA||Jul 2013 - Jan 2015||1|
|Jpmorgan Chase Bank||Escondido, CA||Jan 2011 - Jul 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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