Jeffrey Hanson
Jeffrey Hanson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pleasanton, CA, with 35 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
4900 Hopyard Rd, Pleasanton, CA, 94588
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2016Customer Dispute
January 2008Customer Dispute
April 2001Customer Dispute
March 2001Customer Dispute
August 1996Other Business Activities
Jeffrey is the sole owner of a rental property since July 2024, dedicating minimal time to it. This activity is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.