Jennifer Chandler
Jennifer Chandler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Dallas, TX, 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
Dallas, TX
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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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Jennifer is a director for the Texas Lyceum, an advisory board member for Leadership Dallas, and an owner of Tejas2036 LLC, which owns rental property. She also serves as a board member for the Southwestern Medical Foundation, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Securities LLC
Banc of America Securities LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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