Laura Jones
Laura Jones is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bellevue, WA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
10400 NE 4th St, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Laura jointly owns a private beach property with her husband, which they rent out during the summer months. Laura spends minimal time on record keeping and scheduling the house cleaner.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial CorporationBroker
LPL Financial Corporation
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Streuli Investments, LLCBroker
Mutual Benefit Financial Service CompanyBroker
Shearson Lehman Brothers INC.Broker
Foster & Marshall/american Express INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.