Jeffrey
Bard

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4395297
Investment Advisor
in Albuquerque, NM

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jeffrey Bard is a financial advisor who works out of Albuquerque, New Mexico, with 14 years of work experience. Bard currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of New Mexico, Beaty Construction Co Inc, Bank Of Albuquerque and Bank Of America N.A. Bard maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Mexico and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in Albuquerque, New Mexico. The investment advisory business has offices in 3,270 locations and a total of 36,383 employees. It handles $962 billion in assets across its 2,529,169 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 4,927 charitable organizations. Of its 2,529,169 client accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad assortment of services, such as 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. Financial management fee schedules are based on which service is offered. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

2125 Louisiana Blvd Ne
Albuquerque, NM 87110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

NM Average: 88
Total Number of Accounts

2,529,169

NM Average: 3,892
Average Account Size

$380,383

NM Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Jeffrey Bard Work History

Jeffrey has 14 years of experience.

2014 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - Present (7 years)

Bank Of America N.A

2014 - 2014 (< 1 year)

University Of New Mexico

2011 - 2013 (2 years)

Beaty Construction Co Inc

2006 - 2011 (5 years)

Bank Of Albuquerque

Disclosures

Jeffrey Bard has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started