Jamie
Hoch

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7656185
Investment Advisor
in Nottingham, MD

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About this Advisor

Jamie Hoch is a financial advisor based in Nottingham, Maryland, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jamie has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Cummings And Company, Redbeard's Collectable Cards And Games, Bob Bell, Ultrazone, Wawa, Redbeard's CCG, Cummings And Company Realtors, and Bank of America N.A. Jamie has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Jamie is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Nottingham, Maryland. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

7912 Belair Rd
Nottingham, MD 21236

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

MD Average: 88
Total Number of Accounts

2,911,578

MD Average: 3,892
Average Account Size

$436,737

MD Average: $1,917,921

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

Jamie Hoch Work History

2023 - Present (1 year)

Bank Of America N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Ultrazone

2019 - 2019 (< 1 year)

Bob Bell

2019 - 2019 (< 1 year)

Wawa

2018 - 2022 (4 years)

Cummings And Company

2018 - 2022 (4 years)

Cummings And Company Realtors

2017 - 2018 (1 year)

Bob Bell

2016 - 2019 (3 years)

Redbeard'S Collectable Cards And Games

2016 - 2019 (3 years)

Redbeard'S Ccg

2002 - 2017 (15 years)

Ultrazone

Disclosures

Please visit the SEC profile of Jamie Hoch 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
Nicholas Crippen
Leawood, KS
Sarah Riedel
Auburn Hills, MI
Armando Flores
Dallas, TX
Callum Krach
Baltimore, MD
Jack Cambon
Redding, CA
Joshua Leu
Pasadena, CA
Alejandro Gualy
Mesquite, TX

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