JB
JB

John Brighton

25 Years of Experience
Hilton Head Island, SC
Broker

John Brighton is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hilton Head Island, SC, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

21 Hatton Pl, Hilton Head Island, SC, 29926

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

John is a soccer coach/trainer at Island Recreation Center, dedicating a few hours per week. He is also an advisory board member for Hilton Head Island Recreation Association, spending minimal time per month. Finally, John owns JBRIGHTON LLC, set up to hold rental real estate property, spending minimal time per month.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - Present · 17 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Wachovia Securities, LLC
August 2001 - April 2009 · 7 yrs 8 mos
Wachovia Securities, LLCBroker
December 2000 - April 2009 · 8 yrs 4 mos
State Registrations36 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Brighton - Financial Advisor | TrueAdvisor