Theodore Jones
Theodore Jones is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Columbus, OH, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
8890 Lyra Dr, Columbus, OH, 43240
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Regulatory History
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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Theodore works in maintenance at the City of Columbus Recreation and Parks, spending a few hours per week cutting grass and picking up trash. He also works as a realtor, spending minimal time helping family members buy and sell homes, and is working to move his license to inactive as a consultant/independent contractor for OSAR.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Key Investment Services LLCBroker
State Registrations51 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.