Jonathan
Morado
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jonathan Morado is a financial advisor based in Longmont, Colorado, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has previously held positions at Fidelity Investments, Elevations Credit Union, University Of Colorado Boulder, Flagstaff House, Gritly, Lamariposa Resteraunt, Moe's Broadway Bagel, Audrey Jane's Pizza Garage, E&J Concrete, Lamariposa, City Of Greeley, Northridge High School, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America N.A. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Jonathan is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Longmont, Colorado. 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
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
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
Jonathan Morado Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Wells Fargo Clearing Services, LLC
Fidelity Investments
Elevations Credit Union
Flagstaff House
Gritly
Lamariposa Resteraunt
Audrey Jane'S Pizza Garage
E&J Concrete
University Of Colorado Boulder
Moe'S Broadway Bagel
Moe'S Broadway Bagel
E&J Concrete
University Of Colorado Boulder
E&J Concrete
Lamariposa
City Of Greeley
Northridge High School
Disclosures
Please visit the SEC profile of Jonathan Morado 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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Hickory, NC
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Charlotte, NC
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