Jason
Espinal
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jason Espinal is a financial advisor who works out of Farmingdale, New York who has 1 year of relevant experience. Espinal is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Doordash, Suny Old Westbury, Charley'S Philly Steaks, Brentwood High School, Suny College At Old Westbury, Colegio Padre Emiliano Tardif and Bank Of America N.A. Espinal holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a 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 has $1 trillion in assets among its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a broad assortment of services, including 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 fees largely depend on which services the firm provides the client. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
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
Jason Espinal Work History
Jason has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Bank Of America
Doordash
Suny Old Westbury
Suny College At Old Westbury
Charley'S Philly Steaks
Brentwood High School
Colegio Padre Emiliano Tardif
*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 Jason Espinal 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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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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