Andrew
Jun

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6325447
Investment Advisor
in San Marcos, TX

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About this Advisor

Andrew Jun is a financial advisor working in San Marcos, Texas, who has 5 years of industry experience. Jun is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Jun has held roles at Nylife Securities LLC, New York Life Insurance Co, Bank Of America, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Jun holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It controls $1 trillion in assets under management across its 2,864,234 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, such as 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 for financial advisory services largely are based on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Office Location

308 E Hopkins Dr
San Marcos, TX 78666

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

TX Average: 88
Total Number of Accounts

2,864,234

TX Average: 3,892
Average Account Size

$381,844

TX Average: $1,917,921

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

Andrew Jun Work History

Andrew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - Present (6 years)

Bank Of America, N.A

2015 - 2018 (3 years)

Nylife Securities LLC

2014 - 2018 (4 years)

New York Life Insurance Co

2013 - 2014 (1 year)

Bank Of America

*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 Andrew Jun 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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Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
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.

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