Jeremy Pawlak
Jeremy Pawlak is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bellevue, WA, with 13 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
10400 NE 4th St, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (2)
Criminal
December 2024Judgment / Lien
August 2012Other Business Activities
Jeremy owns two rental properties, one since 2022 and another since 2024, dedicating minimal time to each. He also serves as an administrator for Mission Pawssible Inc, spending minimal time on this role annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.