Jack Gunter
Jack Gunter is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Sun Lakes, AZ, with 55 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
Sun Lakes, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2003Customer Dispute
July 1993Other Business Activities
Jack and his wife own rental property, where Jack's responsibility is limited to paying bills, with a rental agent handling other tasks. He also serves on committees for Mesa Presbyterian Church and First Presbyterian Church of Mesa, and is a director for Pinetop Country Club Pickleball Board.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Goodbody & CO. IncorporatedBroker
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.