Paul Juergensen
Paul Juergensen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Washington, DC, with 46 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
1800 K St Nw, Washington, DC, 20006
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2008Customer Dispute
October 2000Other Business Activities
Paul is a fiduciary for POA, spends a minimal amount of time on the Leukemia & Lymphoma Society golf committee, and is a trustee for Becky's Fund. He also serves on the investment committee for the Cathedral Choral Society.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Advest, INC.
Advest, INC.Broker
Johnston, Lemon & CO. IncorporatedBroker
Bellamah, Neuhauser & Barrett, INC.Broker
State Registrations31 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.