Jonathan
Burrell
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jonathan Burrell is a financial advisor based in Hunt Valley, Maryland, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Onelife Fitness, The Jackson Clinics Physical Therapy, Pearson Smith Realty, 24 Hour Fitness, Red Robin, Arthritis & Sports Orthopedics, and Bank Of America, N.A. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Maryland, Texas, and Virginia. Currently, Jonathan is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Hunt Valley, 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
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
Jonathan Burrell Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Pearson Smith Realty
Onelife Fitness
24 Hour Fitness
The Jackson Clinics Physical Therapy
Arthritis & Sports Orthopedics
Red Robin
Disclosures
Please visit the SEC profile of Jonathan Burrell 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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