Jada Coleman
Jada Coleman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in La Jolla, CA, with 33 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
7825 Fay Ave, La Jolla, CA, 92037
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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.
Learn about disclosures →Other Business Activities
Jada works part-time at Ascena Retail Group Inc. (Ann Taylor and Loft) since 2018, dedicating about a quarter of her time. She is also applying for part-time cashier positions at Target, TJ Maxx, and World Market.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
First Wall Street CORP.Broker
Morgan Stanley Dw INC.Broker
Sands Brothers & CO., LTD.Broker
Lehman Brothers INC.Broker
Cowen & CO.Broker
State Registrations42 states
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