Jo Laurie
Schmeltzer
Pruco Securities, LLC
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About this Advisor
Jo Laurie Schmeltzer is a financial advisor based in San Jose, California, working with Pruco Securities, LLC. Jo Laurie has previously held positions at Securities America, Inc, E*Trade Securities LLC, Employee Benefits Services Group, Robert Half International, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Meriwest Wealth Advisors, Pruco Securities LLC, St Clair Law, The Prudential Insurance Company Of America, Foothill Securities, Inc, Cue Financial Group, Inc, Provident Credit Union, E*Trade Capital Management, LLC, Planmember Securities Corporation, Na - Student, Malin Group, and Brg Realty. Jo Laurie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Jo Laurie is part of Pruco Securities, LLC, which operates out of San Jose, California. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$16,378,802,331
2,700
113,575
$144,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jo Laurie Schmeltzer Work History
Pruco Securities LLC
St Clair Law
The Prudential Insurance Company Of America
Brg Realty
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Meriwest Wealth Advisors
Malin Group
Employee Benefits Services Group
Robert Half International
Planmember Securities Corporation
E*Trade Securities LLC
E*Trade Capital Management, LLC
Na - Student
Securities America, Inc
Foothill Securities, Inc
Cue Financial Group, Inc
Provident Credit Union
Disclosures
Please visit the SEC profile of Jo Laurie Schmeltzer 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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