Jeremy Yolken
Jeremy Yolken is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Batavia, NY, with 21 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
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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
100 Main St, Batavia, NY, 14020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Citigroup Global Markets INC.Broker
Legg Mason Investor Services, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations51 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.