John Boukamp
John Boukamp is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Naples, FL, with 40 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
9128 Strada Pl, Naples, FL, 34108
Get directionsHistory
Regulatory History (8)
Customer Dispute
October 2013Customer Dispute
January 2009Customer Dispute
September 2008Customer Dispute
April 2008Customer Dispute
July 2007Customer Dispute
July 2003Customer Dispute
January 2001Customer Dispute
October 1993Other Business Activities
John is a financial advisor and son of a client, assisting with trading accounts and gifting, dedicating minimal time quarterly. He also advises/oversees investments for a non-profit charitable organization supporting the mentally ill, spending minimal time annually, and is involved with two LLCs related to rental property and real estate funds, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Prudential-Bache Securities INC.Broker
State Registrations38 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.