John Hudspeth
John Hudspeth is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Naples, FL, with 17 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
9128 Strada Pl, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John owns multiple LLCs, including TLC JR LLC (rental property investment since 2012, minimal time), Rosewood Equities LLC (real estate rehab and rent since 2013, minimal time), and Ember Associates LLC (since 2021, minimal time). He also owns Spinnaker, a rental property sole proprietorship (since 2023, minimal time).
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
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