Jose Luis ContrerasCRD 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.
Transamerica Financial Advisors, Inc.
Bancwest Investment Services, Inc. (bwis)
J.p. Morgan Securities LLC
|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|
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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