Jesus
Reyes

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7060176
Investment Advisor
in Valencia, CA

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About this Advisor

Jesus Reyes is a financial advisor operating out of Valencia, California with 4 years of relevant experience. Reyes is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Reyes has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Unemployed- Unemployment Collected, Dish Network and Jpmorgan Chase Bank. Reyes holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company operating out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 employees. It handles $1 trillion in assets under management among its 2,864,234 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a number 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 charged by financial advisors typically depend on the financial services offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

24200 Magic Mountain Pkwy
Valencia, CA 91355

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

CA Average: $7,464,549,021
Total Number of Employees

36,687

CA Average: 88
Total Number of Accounts

2,864,234

CA Average: 3,892
Average Account Size

$381,844

CA Average: $1,917,921

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

Jesus Reyes Work History

Jesus has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America

2015 - 2016 (1 year)

Bank Of America

2015 - 2015 (< 1 year)

Unemployed- Unemployment Collected

2013 - 2015 (2 years)

Dish Network

2011 - 2013 (2 years)

Jpmorgan Chase Bank

*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 Jesus Reyes 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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Alpharetta, GA
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Chevy Chase, MD
Thanh Le
Dallas, TX
Suzana Markasevic
New York, NY
Han Tran
Westminster, CA
Daniel Montesinos
West Jordan, UT
Patrick Riley
Sammamish, WA

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.

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