Austin
Joss
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Austin Joss is a financial advisor based in West Des Moines, Iowa, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Austin has previously held positions at Hy-Vee, Arch Wall Systems, Edward Jones, First Heartland Financial Group, School, Principal Life Insurance Company, Principal Securities Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Grand View University, Iowa State University, Capella University, and Bank Of America, N.A. Austin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Austin is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of West Des Moines, Iowa. 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
Austin Joss Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Principal Securities Inc
Capella University
Principal Life Insurance Company
Edward Jones
First Heartland Financial Group
Arch Wall Systems
Iowa State University
Grand View University
Hy-Vee
School
Disclosures
Please visit the SEC profile of Austin Joss 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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