Benjamin
Jolly

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4636261
Investment Advisor
in Bethesda, MD

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About this Advisor

Benjamin Jolly is a financial advisor operating out of Bethesda, Maryland who has 10 years of industry experience. Jolly currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Jolly has held roles at Jhfn / Sii, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Jolly maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Maryland and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in total assets between its 2,864,234 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs 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 advisory services usually are based on the type of services. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

7501 Wisconsin Ave
Bethesda, MD 20814

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MD Average: 88
Total Number of Accounts

2,864,234

MD Average: 3,892
Average Account Size

$381,844

MD 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

Benjamin Jolly Work History

Benjamin has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - Present (11 years)

Bank Of America, N.A

2002 - 2013 (11 years)

Jhfn / Sii

*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 Benjamin Jolly 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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Alexander Galasso
New York, NY
Ashmi Dave
New York, NY
Scott Smeltzer
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Christopher Vasquez
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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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