Jordan
Hall

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7260724
Investment Advisor
in Hendersonville, NC

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About this Advisor

Jordan Hall is a financial advisor based in Hendersonville, North Carolina, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has previously held positions at Allied Universal, Bank Of America, Altavista Wealth Management, Inc, University Of North Carolina Asheville, Craggy Correctional Center, Merrill Lynch, Pierce, Fenner & Smith Inc, Us Postal Service, and Bank Of America, N.A. Jordan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Jordan is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Hendersonville, North Carolina. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

707 N Main St
Hendersonville, NC 28792

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

NC Average: 88
Total Number of Accounts

2,911,578

NC Average: 3,892
Average Account Size

$436,737

NC Average: $1,917,921

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

Jordan Hall Work History

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - Present (3 years)

Bank Of America, N.A

2020 - 2020 (< 1 year)

Bank Of America

2020 - 2020 (< 1 year)

Altavista Wealth Management, Inc

2018 - 2020 (2 years)

University Of North Carolina Asheville

2017 - 2021 (4 years)

Allied Universal

2015 - 2017 (2 years)

Craggy Correctional Center

2014 - 2015 (1 year)

University Of North Carolina Asheville

2014 - 2015 (1 year)

Us Postal Service

Disclosures

Please visit the SEC profile of Jordan Hall 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

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James Ventura
Alexandria, VA
James Little
Florham Park, NJ
Gary Gordon
Birmingham, AL
Stacy Lampros
Cleveland, OH
Margaret Ritter
Blue Bell, PA
David Cummins
Forest Hills, NY
Keven Johnson
Charlotte, NC

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