Jeremiah Massey
Jeremiah Massey is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Colorado Springs, CO, with 5 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
90 S Cascade Ave, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (3)
Financial
April 2025Financial
March 2025Financial
August 2024Other Business Activities
Jeremiah is a general partner/managing member of HOMES LLC, which owns and rents residential properties, though he sold his share in January 2022 and is no longer materially involved. He also owns Buck & Blaze, a business that sells firewood, dedicating a few hours per week to buying wood, marketing, and selling to customers.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
The Aspen Equity Group
State Registrations9 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.