Jessica Zopf
Jessica Zopf is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Grand Junction, CO, with 1 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
123 N 7th St, Grand Junction, CO, 81501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica works as a store associate at Bath & Body Works and Lululemon, providing customer service, shipment, restocking, and cleaning. These roles take about a quarter of her time at Bath & Body Works and about half her time at Lululemon.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations40 states
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