Jeffrey
Boysen
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jeffrey Boysen is a financial advisor who works out of Gilbert, Arizona with 2 years of relevant experience. Boysen is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Boysen has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Turnbull Law Group, Fitness International Dba La Fitness, Access Fitness, Complete Nutrition, Bar Ix, Anytime Fitness, Crystal Bar, Us Army Training, Montana State University, Us Army/National Guard, Brat Haus, Cabela'S, Office Depot and Bank Of America, N.A. Boysen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It has $1 trillion in total assets between its 2,864,234 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually depend on which services the firm provides the client. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
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2,864,234
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$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Boysen Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Us Army/National Guard
Turnbull Law Group
Fitness International Dba La Fitness
Brat Haus
Access Fitness
Complete Nutrition
Bar Ix
Anytime Fitness
Cabela'S
Us Army Training
Crystal Bar
Office Depot
Montana State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Boysen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
New York, NY
Middletown, NY
Summit, NJ
Temecula, CA
Houston, TX
Los Angeles, CA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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