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Jason Jones

Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 Years of Experience
Savannah, GA
1 DisclosureBroker
View SEC Summary
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Jason Jones is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Savannah, GA, with 9 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.

Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25502 advisors
Number of Clients
1,838,984 clients
Average Client Portfolio
$969K average
Assets Under Management
$1781.6B

Fee Structure

Investment management only (planning not offered)

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.

View Full SEC Brochure

Location

3 Skidaway Village Sq, Savannah, GA, 31411

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History

Regulatory History (1)
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Criminal
October 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason is helping his father increase his law firm's web presence and social media accounts as a sole proprietor. He dedicates a few hours per week to this activity and receives compensation.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - Present · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - Present · 9 yrs 3 mos
State Registrations17 states
CACODCFLGAHIILMSNCNJNYOKPASCTXVAWV
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.
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