Benjamin Jolly
Benjamin Jolly is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bethesda, MD, with 22 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
7501 Wisconsin Ave, Bethesda, MD, 20814
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Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
Benjamin owns rental property in Arlington, VA since 2011, dedicating minimal time to it. He also serves on the board of directors for the National Capital Chapter, Society of Financial Professionals, dedicating a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations30 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.