Priyash
Jain
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Priyash Jain is a financial advisor who works out of New York, New York. Jain is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Roth Staffing (Green Street Financial Consultancy), True Vision Enterprises Inc, Supercuts, The Panther, Chapman University, Supercuts(Turquoise Ranch Partners), Ann Inc, Gray Matrix, Irvine High School, Sierra Vista Middle School, Cast & Crew Talent Services, LLC, Commercials Ca, Inc, Socal Premier Marketing and Bank Of America, N.A. Jain holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company based out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in assets across its 2,864,234 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth clients who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number 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 fee schedules largely are based on the services offered. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include 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
Priyash Jain Work History
Priyash has been registered as a financial advisor for 0 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Roth Staffing (Green Street Financial Consultancy)
True Vision Enterprises Inc
Socal Premier Marketing
Supercuts
The Panther
Chapman University
Supercuts(Turquoise Ranch Partners)
Ann Inc
Commercials Ca, Inc
Gray Matrix
Cast & Crew Talent Services, LLC
Irvine High School
Sierra Vista Middle 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 Priyash Jain 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
Stafford, VA
Washington, DC
Dallas, TX
Atlanta, GA
Rochester, MN
Franklin, MA
Jacksonville, FL
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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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.
