Jana
Garner
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jana Garner is a financial advisor working in Aspen, Colorado who has 3 years of industry experience. Garner works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Homemaker, Strategic Retirement Planning, Sagepoint Financial, Cinergy Financial, Independent Financial Group, LLC, Nch Tax & Wealth Advisors, Money Concepts Capital Corp, Merrill Lynch, Pierce, Fenner & Smith Inc and Bowman Financial. Garner holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 advisors. It manages $1 trillion in assets under management among its 2,864,234 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% belong to high-net-worth clients who have at least $1 million in investable assets. The firm has a broad set of services, including 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 advice typically are based on which service is offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc 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
Jana Garner Work History
Jana has been registered as a financial advisor for 3 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Money Concepts Capital Corp
Nch Tax & Wealth Advisors
Money Concepts Capital Corp
Cinergy Financial
Independent Financial Group,LLC
Sagepoint Financial
Bowman Financial
Strategic Retirement Planning
Homemaker
*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 Jana Garner 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
Los Angeles, CA
New Orleans, LA
Ridgeland, MS
Houston, TX
Jacksonville, FL
Pennington, NJ
Houston, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
