Jeremy
Fare

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5703413
Investment Advisor
in Atlanta, GA

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About this Advisor

Jeremy Fare is a financial advisor based out of Atlanta, Georgia with a total of 3 years of industry experience. Fare is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Fare has held roles at Pnc Investments, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Fare holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It administers $1 trillion in assets between its 2,864,234 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has a number of services, including 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 type of services offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

300 Galleria Pkwy Se
Atlanta, GA 30339

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

GA Average: 88
Total Number of Accounts

2,864,234

GA Average: 3,892
Average Account Size

$381,844

GA Average: $1,917,921

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

Jeremy Fare Work History

Jeremy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (4 years)

Bank Of America, N.A

2013 - 2020 (7 years)

J.P. Morgan Securities LLC

2012 - 2013 (1 year)

Pnc Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeremy Fare 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
Suzana Markasevic
New York, NY
Gregory Lutfy
Middletown, NY
Anne Schnuriger
Summit, NJ
Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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