JP
JP

Justin Pike

16 Years of Experience
Hillsboro, OR
1 DisclosureBroker

Justin Pike is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hillsboro, OR, with 16 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

7350 NE Cornell Rd, Hillsboro, OR, 97124

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2015
Final
Other Business Activities

Justin serves as a Precinct Committee Officer (PCO) for the Washington County Republican Party, starting in March 2024. This role involves minimal time commitment and is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - Present · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2011 - June 2015 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
November 2011 - June 2015 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
June 2009 - October 2011 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.