Jason Kelso
Jason Kelso is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in El Segundo, CA, 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
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
2301 Rosecrans Ave, El Segundo, CA, 90245
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Regulatory History (2)
Regulatory
February 2023Customer Dispute
June 2013Other Business Activities
Jason serves on the Board of Directors for Gator Boosters Inc., the fundraising arm for the University of Florida Athletic Association, in a non-financial role. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 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.