Jen
Parsons

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4884990
Investment Advisor
in New York, NY
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About this Advisor

Jen Parsons is a financial advisor operating out of New York, New York, who has been in the financial industry for 11 years. Parsons is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Parsons has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Parsons maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in New Jersey. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company that has its headquarters in New York, New York. The firm has offices in 2,958 locations and a total of 40,146 advisors. It administers $820 billion in assets under management among its 2,272,151 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number 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. Fees charged by financial advisors 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 63, Series 66

Years of Experience

11 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

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

NY Average: $1,917,921

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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
  • Other

Jen Parsons Work History

Jen has 11 years of experience.

2009 - Present (10 years)

Bank Of America, Na

2007 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Jen Parsons has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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