Jose Luis Contreras, financial advisor Queen Creek AZ

Jose Luis Contreras

CRD Number: 7124321
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jose Luis Contreras (CRD# 7124321) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Queen Creek, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tempe, AZ May 2016 - Current 6
Bank Of America, N.a. Tempe, AZ May 2016 - Current 6
Red Mountain High School Mesa, AZ Aug 2007 - May 2019 11
Gms/ E & C Services Gilbert, AZ May 2015 - May 2018 3
Bevmo Tempe, AZ May 2015 - Feb 2016 < 1
Mesa Community College Mesa, AZ Aug 2009 - Dec 2015 6
Wells Fargo Mesa, AZ Dec 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Jose Luis B. Contreras
Phone Number: 800-637-7455
Firm Website: http://www.ml.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 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)
  • 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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