Jay Pommrehn
Jay Pommrehn is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Los Angeles, CA, with 25 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
2049 Century Park E, Division - Pacific Coast, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is the owner of Palm Run LLC, a limited liability company holding a family beach condo, dedicating minimal time to it. He is also a general partner/managing member of Free The Cork, LLC, assisting his wife with operational and clerical activities related to an AI-powered wine and food pairing app.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Janus Distributors, INC.Broker
R a F Financial CorporationBroker
State Registrations53 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.