Jeremy Motz
Jeremy Motz is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Parsippany, NJ, with 17 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
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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
3035 Rte 46, Parsippany, NJ, 07054
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Regulatory History (1)
Financial
September 2024Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
R. F. Lafferty & CO., INC.Broker
Bonwick Capital Partners, LLCBroker
Bonwick Capital Partners, LLCBroker
Rodman & Renshaw, LLCBroker
Bradley Woods & CO. LTD.Broker
Primary Capital, LLCBroker
Jefferies & Company, INC.Broker
Fimat USA, LLCBroker
Leeb Brokerage Services, INC.Broker
Knight Securities, L.P.Broker
Paragon Capital CorporationBroker
M. J. Whitman, INC.Broker
State Registrations13 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.