JB
JB

Jayne Bushman

31 Years of Experience
Rochester, MN
Broker

Jayne Bushman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Rochester, MN, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

4041 28th St Nw, Rochester, MN, 55901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jayne is a committee member for the Tim Rasmusson Foundation, a non-profit organization that raises awareness of organ donation, dedicating minimal time. Jayne also serves as a trustee for The Ione Bushman Trust, spending a few hours per week on this role.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - Present · 25 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - Present · 32 yrs
State Registrations34 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jayne Bushman - Financial Advisor | TrueAdvisor