Jonathan Greer
Jonathan Greer is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wellesley Hills, MA, with 31 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
45 William St, Wellesley Hills, MA, 02481
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
Jonathan is a trustee for the Matthew Lee Greer Childrens Foundation, dedicating minimal time to fundraising. He also owns rental property in Bermuda, spending no time on it annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Prudential Securities IncorporatedBroker
Nylife Securities INC.Broker
State Registrations46 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.