Jason Beckert
Jason Beckert is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 29 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
6000 Fairview Rd, Charlotte, NC, 28210
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2004Customer Dispute
August 2003Customer Dispute
June 2003Other Business Activities
Jason is the president of The Wheat Foundation, a charitable family foundation, dedicating minimal time annually. He also owns a sole proprietorship to publish a fiction novel, unrelated to the financial services industry, dedicating minimal time monthly.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.