John
Street
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
John Street is a financial advisor based in Jacksonville, Florida, working with Merrill Lynch, Pierce, Fenner & Smith Inc. John has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Madden Advisory Services, Inc, Business Planning Concepts, Inc, Navy Federal Brokerage Services, LLC, Navy Federal Financial Group, LLC, The Bailey Group/National Financial Partners, Kestra Financial, Inc, Securian Financial Services, Capital Financial Strategies, Merrill Lynch, Pierce, Fenner & Smith Inc, Historic Tours Of America, Bank Of America, N.A, and Minnesota Life Insurance Company. John has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, and Texas. Currently, John is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Jacksonville, Florida. 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
John Street Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Historic Tours Of America
Securian Financial Services
Capital Financial Strategies
Minnesota Life Insurance Company
The Bailey Group/National Financial Partners
Kestra Financial, Inc
Madden Advisory Services, Inc
Navy Federal Brokerage Services, LLC
Navy Federal Financial Group, LLC
Business Planning Concepts, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of John Street 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
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Annapolis, MD
Washington, DC
Houston, TX
Denver, CO
Ontario, CA
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