Jeffrey
Petersen
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jeffrey Petersen is a financial advisor based in Vero Beach, Florida, who has been in the advisory business for 12 years. Petersen is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Petersen has held roles at Zerobase Energy, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Goldwind Usa, Inc and Bank Of America, N.A. Petersen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in Vero Beach, Florida. The firm has offices in 3,374 locations and a total of 34,906 employees. It oversees $1 trillion in assets among its 2,825,602 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 5,339 charitable organizations. Of its 2,825,602 client accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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 management usually are based on the services provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,283,837,699,073
34,906
2,825,602
$454,359
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Jeffrey Petersen Work History
Jeffrey has 12 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Zerobase Energy, LLC
Goldwind Usa, Inc
Disclosures
Jeffrey Petersen has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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