Jared Wix
Jared Wix is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 14 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
150 N College St, Charlotte, NC, 28255
Get directionsHistory
Regulatory History (9)
Financial
March 2026Financial
March 2023Financial
February 2023Financial
November 2022Financial
October 2022Financial
August 2022Financial
August 2022Financial
August 2022Financial
July 2022Other Business Activities
Jared is a general partner for Watt & Wix Entertainment, a non-investment related business that records and sells music. This activity began in 2009 and takes a few hours per week during non-trading hours.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations53 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.
Exams
More Advisors
- James HenryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Njeri HendersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Parth ParikhMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan MasseyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shaun RileyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Austin RapMerrill Lynch, Pierce, Fenner & Smith Incorporated