Megan
Jessat
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Megan Jessat is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Megan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Whitefish Credit Union, Proof Research, Lc Staffing, Glacier Bank, The University Of Montana, Downtown Missoula Partnership, Merrill Lynch Bank Of America, The Peak Racquet Club, The Lodge At Whitefish Lake, Guild Mortgage, The Depot, Murphy's Pub, Vic's Place, Havre High School, Herberger's, and Bank Of America, N.A. Megan has passed the Series 66 regulatory exam and is registered to provide services in Montana and Texas. Currently, Megan is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Megan Jessat Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Whitefish Credit Union
Proof Research
Lc Staffing
Glacier Bank
Downtown Missoula Partnership
Merrill Lynch Bank Of America
Downtown Missoula Partnership
The Peak Racquet Club
The Lodge At Whitefish Lake
The Peak Racquet Club
Guild Mortgage
The Depot
Murphy'S Pub
Vic'S Place
The University Of Montana
Vic'S Place
Herberger'S
Havre High School
Disclosures
Please visit the SEC profile of Megan Jessat to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Mesquite, TX
New Canaan, CT
San Diego, CA
Franklin, TN
Redding, CA
Washington, DC
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
