Jeff Johnson
Jeff Johnson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Merrillville, IN, with 22 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
707 East 80th Place, Merrillville, IN, 46410
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeff works part-time as a driver for Uber and Lyft, and provides delivery services for Door Dash. These activities take about 10-20% of his time each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
E*trade Securities LLCBroker
Optionsxpress, INC.Broker
Rosenthal Global Securities LLCBroker
Hull Transaction Services, L.L.C.Broker
Charles Schwab & CO., INC.Broker
Unified Management 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.