John
Myers

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2092165
Investment Advisor
in San Francisco, CA

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About this Advisor

John Myers is a financial advisor based in San Francisco, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. John has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, John is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of San Francisco, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

555 California St Pbig - San Francisco
San Francisco, CA 94104

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

CA Average: 88
Total Number of Accounts

2,911,578

CA Average: 3,892
Average Account Size

$436,737

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Myers Work History

2009 - Present (15 years)

Bank Of America, N.A

2002 - Present (22 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of John Myers 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

Katelyn Gallagher
Scottsdale, AZ
Kenneth Dorris
Fort Worth, TX
Philip Weyhe
New York, NY
Morgan Vicknair
Houston, TX
Tristan Goldman
Jacksonville, FL
Kendrick Crayton
Desoto, TX
Scott Friedman
Chandler, AZ
Gary Gordon
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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