Joshua Barnum
Joshua Barnum is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Corona Del Mar, CA, with 2 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
3300 E Coast Hwy, Corona Del Mar, CA, 92625
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Regulatory History (1)
Financial
October 2017Other Business Activities
Joshua is the owner of Financial Hedge LLC, established to open an account with Digital Wealth Partners for managed account returns. He spends minimal time on this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations8 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.