Jeff Jin
Jeff Jin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in The Woodlands, TX, with 24 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
9595 Six Pines Dr, The Woodlands, TX, 77380
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Regulatory History (4)
Customer Dispute
March 2025Customer Dispute
February 2025Customer Dispute
August 2022Customer Dispute
February 2021Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Ucb Investment Services, INC.
Ucb Investment Services, INC.Broker
Fiserv Investor Services, INC.Broker
Wm Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Morgan Stanley Dw 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.