Jennifer Shaw
Jennifer Shaw is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Melville, NY, with 28 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
300 Broadhollow Rd, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2011Customer Dispute
May 2010Other Business Activities
Jennifer is a general partner/managing member of Home Place Greenwich LLC, a for-profit entity, since 2022. She dedicates minimal time to administrative duties for this entity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations5 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.