Jonathan Carlysle
Jonathan Carlysle is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Francisco, CA, with 5 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
555 California St, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan co-owns rental property in Honolulu and a real estate holding LLC in Sausalito, dedicating minimal time to each. He is also a board member for the Cote d'Azur Owners' Association, spending a few hours per week reviewing projects, legal documents, insurance, and other financial information.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Mcdonald Investments INC.Broker
State Registrations15 states
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