JP
JP

Jennifer Parks

10 Years of Experience
Fort Worth, TX
Broker

Jennifer Parks is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Worth, TX, with 10 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

301 Commerce St, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jennifer is involved in an outside business activity under her own name since 2018. She dedicates minimal time to this activity, and it is unclear what the nature of the business is.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - Present · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Sii Investments, INC.
April 2016 - May 2017 · 1 yr 1 mo
Sii Investments, INC.Broker
July 2015 - May 2017 · 1 yr 10 mos
Arvest Asset ManagementBroker
March 2014 - August 2014 · 5 mos
State Registrations42 states
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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.