JC
JC

Jennifer Carranza

24 Years of Experience
Los Angeles, CA
Broker

Jennifer Carranza is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Los Angeles, CA, 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
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

333 S Hope St, Los Angeles, CA, 90071

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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

Jennifer is the treasurer and a board member for the Parent Teacher Group at St. Jude of the Apostle School, dedicating a few hours per week. She is also an independent beauty consultant for Olive Tree People, spending a few hours per week building her business through digital marketing and sales.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - Present · 12 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - Present · 12 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - May 2014 · 3 yrs 6 mos
Banc of America Securities LLCBroker
October 2007 - November 2010 · 3 yrs 1 mo
Banc of America Investment Services, INC.
April 2004 - July 2007 · 3 yrs 3 mos
Banc of America Investment Services, INC.Broker
April 2004 - July 2007 · 3 yrs 3 mos
Wells Fargo Investments, LLC
March 2003 - April 2004 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
May 2001 - April 2004 · 2 yrs 11 mos
Wells Fargo Securities INC.Broker
March 2001 - May 2001 · 2 mos
State Registrations43 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.