Jeffrey
Petersen
Merrill Lynch, Pierce, Fenner & Smith Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Jeffrey Petersen is a financial advisor who works in Vero Beach, Florida. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Petersen has 10 years of practice as a registered investment advisor. Petersen has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Petersen can operate based out of Florida and Texas. Over the course of their career, they have held roles at Zerobase Energy, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Goldwind Usa, Inc, General Electric Company and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Vero Beach, Florida, and has 3,270 other locations in the nation. As a registered investment advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets covering 2,529,169 accounts and employs more than 36,383 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, 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. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$962,052,205,321
36,383
2,529,169
$380,383
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
- Financial planning 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 10 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Zerobase Energy, LLC
Goldwind Usa, Inc
General Electric Company
Disclosures
Jeffrey Petersen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Chandler, AZ
Henderson, NV
Pennington, NJ
Concord, CA
New York, NY
Vero Beach, FL
Holly Springs, NC
Chandler, AZ
This content was compiled from the SEC and FINRA.
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.