JL
JL

Jennifer Langwell

6 Years of Experience
Alpharetta, GA
Broker

Jennifer Langwell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Alpharetta, GA, 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

10000 Avalon Blvd, Alpharetta, GA, 30009

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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

Jennifer owns Double LL Enterprises LLC (formed in 2021) and Vicious Sweet Tooth LLC (formed in 2024), both for future use. Jennifer spends minimal time on these activities.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2020 - Present · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2020 - Present · 6 yrs 3 mos
State Registrations42 states
ALAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMEMIMNMOMSNCNHNJNVNYOHORPAPRRISCSDTNTXVAVTVirgin IslandsWAWIWV
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.