Jillan Hong
Jillan Hong is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Palo Alto, CA, 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
3075A Hansen Way, Palo Alto, CA, 94304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jillan is the Creative Director and owner of JHDT Ventures, an S Corp with an online retail clothing line, since 2020. She dedicates approximately 60 hours per month to setting the brand's vision and leading design efforts.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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