Jonathan
Burrell

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7078998
Investment Advisor
in Hunt Valley, MD

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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

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

11333 Mccormick Rd Me - Consumer Investments Client Services
Hunt Valley, MD 21031

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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

Jonathan Burrell Work History

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (5 years)

Bank Of America, N.A

2018 - 2018 (< 1 year)

Pearson Smith Realty

2017 - 2019 (2 years)

Onelife Fitness

2016 - 2017 (1 year)

24 Hour Fitness

2015 - 2019 (4 years)

The Jackson Clinics Physical Therapy

2015 - 2015 (< 1 year)

Arthritis & Sports Orthopedics

2010 - 2015 (5 years)

Red Robin

Created with Highcharts 6.0.7

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.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Szymon Czulak
Chicago, IL
Houry Kachadorian
Vienna, VA
Christopher Norkus
Annapolis, MD
Emily Grace
Washington, DC
Jose Escobar
Houston, TX
David Shams
Denver, CO
Yanni Chan
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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