Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Donald Jones is an advisor located in Boston, Massachusetts. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 11 years of professional experience. Jones holds Series 65 and Series 66 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Jones can act as an advisor in Texas. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith, Goldman, Sachs & Co, Athena Capital Advisors LLC and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Boston, Massachusetts, and has 2,958 other offices in the nation. In aggregate, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 accounts and employs more than 40,146 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can offer financial planning services, 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. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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Investment Advisory Services
- Financial planning 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
Donald Jones Work History
Donald has 11 years of experience.
Merrill Lynch, Pierce, Fenner & Smith
Bank Of America, N.A
Goldman, Sachs & Co
Athena Capital Advisors LLC
Donald Jones has no disclosures.
Please visit their SEC profile for more details.