Jonathan
Chance
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jonathan Chance is a financial advisor operating out of Little Rock, Arkansas who has 1 year of industry experience. Chance is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Chance has worked at First Security Bank, Charles Schwab, First National Bank Of Gilmer, Fidelity Investments, Garcia Wealth Management Northwestern Mutual, Osmar Garcia, Gilberto Garcia, Grey Wisdom Investment Properties, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. Chance maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Arkansas and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets under management across its 2,864,234 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a diverse assortment 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. Fees for financial management depend on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of 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
$1,093,689,238,206
36,687
2,864,234
$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
Jonathan Chance Work History
Jonathan has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual Wealth Management Company
First Security Bank
Garcia Wealth Management Northwestern Mutual
Osmar Garcia
Gilberto Garcia
Grey Wisdom Investment Properties
Northwestern Mutual Investment Services LLC
Charles Schwab
Fidelity Investments
First National Bank Of Gilmer
Fidelity Investments
*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 Jonathan Chance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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