CJ
CJ

Chaunda Jetton

21 Years of Experience
Knoxville, TN
Broker

Chaunda Jetton is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Knoxville, TN, with 21 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

800 S Gay St, Knoxville, TN, 37929

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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

Chaunda is a member of Young Living Essential Oils since 2015, referring friends and family to the company. This takes minimal time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - Present · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - Present · 11 yrs 7 mos
Previous Registrations
Ftb Advisors, INC.
October 2013 - November 2014 · 1 yr 1 mo
Ftb Advisors, INC.
April 2012 - October 2013 · 1 yr 6 mos
Ftb Advisors, INC.Broker
April 2008 - November 2014 · 6 yrs 7 mos
Ftb Advisors, INC.
April 2008 - March 2012 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - January 2008 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - January 2008 · 1 yr 3 mos
Ftb Advisors, INC.
August 2002 - October 2004 · 2 yrs 2 mos
First Tennessee Brokerage, INC.Broker
August 2002 - October 2004 · 2 yrs 2 mos
Suntrust Securities, INC.
July 2002 - August 2002 · 1 mo
Suntrust Securities, INC.Broker
January 2002 - August 2002 · 7 mos
State Registrations35 states
ALARAZCACOCTDCFLGAIDILINKYLAMAMDMIMNMOMSMTNCNVNYOHOKORPASCTNTXVAVTWAWV
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.