Elizabeth Jordan
Elizabeth Jordan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Williamsburg, VA, 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
266 Mclaws Cir, Williamsburg, VA, 23185
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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.
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Elizabeth serves as Power of Attorney for Beneficiaries on File since January 2024. This activity takes about a quarter of her time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lehman Brothers INC.Broker
Putnam Lovell Nbf Securities INC.Broker
Credit Suisse First Boston CorporationBroker
Deutsche Bank Securities INC.Broker
Cibc Oppenheimer CORP.Broker
State Registrations15 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.