Stephanie Jones
Stephanie Jones is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Walton Beach, FL, 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
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
45 Eglin Pkwy Ne, Fort Walton Beach, FL, 32548
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Stephanie is an officer, owner, and employee of SJ Wealth since 2022, where she provides money mindset coaching, education, and goal setting. This takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Metlife Securities INC.Broker
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations42 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.