Jesse
Celeste

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7026139
Investment Advisor
in Red Bank, NJ

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About this Advisor

Jesse Celeste is a financial advisor operating out of Red Bank, New Jersey with a total of 2 years of relevant experience. Celeste is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Celeste has gained experience at Wendy'S, Ocean County College, Stop And Shop, Sparkling Pools, Army National Guard, Pnc Bank, Santander Bank, Na, Santander Securities, LLC, Middle School-High School, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, 24 Hour Fitness Worldwide, Sears, Hot Topic, Ups, Gap, Auto Zone, Family Focus Financial Group, Vw Watches, Keefe Drywall And Painting, Shop Rite and Jersey Shore Lawn And Sprinkler. Celeste has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in New Jersey and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 employees. It administers $1 trillion in total assets between its 2,864,234 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc 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. A financial advisor's fee schedules usually vary depending on which service is offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

77 Broad St
Red Bank, NJ 07701

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NJ Average: 88
Total Number of Accounts

2,864,234

NJ Average: 3,892
Average Account Size

$381,844

NJ 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

Jesse Celeste Work History

Jesse has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bank Of America, N.A

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Family Focus Financial Group

2020 - 2021 (1 year)

Vw Watches

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2018 - 2019 (1 year)

Santander Bank, Na

2018 - 2019 (1 year)

Santander Securities, LLC

2018 - 2018 (< 1 year)

Keefe Drywall And Painting

2016 - 2016 (< 1 year)

Sparkling Pools

2016 - 2018 (2 years)

Pnc Bank

2016 - 2016 (< 1 year)

Auto Zone

2016 - 2016 (< 1 year)

Jersey Shore Lawn And Sprinkler

2015 - 2016 (1 year)

Stop And Shop

2015 - 2021 (6 years)

Army National Guard

2015 - 2015 (< 1 year)

Sears

2014 - 2019 (5 years)

Ocean County College

2014 - 2015 (1 year)

24 Hour Fitness Worldwide

2014 - 2014 (< 1 year)

Hot Topic

2014 - 2014 (< 1 year)

Ups

2014 - 2014 (< 1 year)

Shop Rite

2013 - 2013 (< 1 year)

Gap

2012 - 2014 (2 years)

Wendy'S

2007 - 2014 (7 years)

Middle School-High School

*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 Jesse Celeste 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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Monica Timmons
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Judith Wuntch
Houston, TX
Wilhelmina Lo
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Daniel King
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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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