Jeffery Price
Jeffery Price is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Southlake, TX, 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
601 State St, Southlake, TX, 76092
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2009Customer Dispute
September 1998Customer Dispute
February 1998Other Business Activities
Jeffery serves as a trustee for the G and R Newland Heritage Trust. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Smith Barney INC.Broker
Banc One Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations44 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.