Jason Liebl
Jason Liebl is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Vancouver, WA, 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
500 Broadway Street, Vancouver, WA, 98660
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Regulatory History (1)
Criminal
September 1990Other Business Activities
Jason is a trustee for a family mineral trust established in 2011. He devotes minimal time to this non-investment related activity during the workday.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities, LLCBroker
Wells Fargo Securities, LLCBroker
Black & Company, INC.Broker
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.