Jason Hardesty
Jason Hardesty is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 11 years of industry experience. Jason 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
9000 Southside Blvd, Ci Client Management, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other Business ActivitiesSells Insurance
Jason works as a bartender/manager at a restaurant/bar called Main Street Tower, dedicating about 10-20% of his time. He is also an agent for Garrison Advisors, selling life insurance, health insurance, group life, group health, disability, LTC, and fixed annuities, spending a few hours per week on this.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA 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
- Jessica DoraisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles RivenbarkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Monique HarranMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vaughn StukesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven RobertsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Juan MorenoMerrill Lynch, Pierce, Fenner & Smith Incorporated