Jonathan Borrajo, financial advisor New Canaan CT

Jonathan Borrajo

CRD Number: 7073457
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonathan Borrajo (CRD# 7073457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. New York, NY Jul 2019 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Feb 2019 - Current 5
Soccershape Group, LLC Miami Beach, FL Oct 2016 - May 2019 2
New York Cosmos Uniondale, NY Apr 2018 - Mar 2019 < 1
Unemployed Miami Beach, FL Jan 2018 - Mar 2018 < 1
The Miami Fc Miami, FL Jan 2016 - Dec 2017 1
Fort Lauderdale Strikers Fort Lauderdale, FL Jan 2015 - Dec 2015 < 1
San Antonio Scorpions San Antonio, TX Jan 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Jonathan Borrajo
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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