JH
JH

Jen Huang

6 Years of Experience
North Little Rock, AR
Broker

Jen Huang is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in North Little Rock, AR, with 6 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

2421 Mccain Blvd, North Little Rock, AR, 72116

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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

Jen owns JH Jewelry Collection, a business that buys and sells accessories, since 2019. This activity is not investment-related and requires no time commitment.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - Present · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2018 - September 2019 · 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2017 - September 2019 · 2 yrs 4 mos
State Registrations10 states
ARFLKSKYLAMOMSOKTNTX
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.
Jen Huang - Financial Advisor | TrueAdvisor