Jennifer
Mccomb
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jennifer Mccomb is a financial advisor who works in Provo, Utah with a total of 5 years of relevant experience. Mccomb is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Mccomb has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Mountain Sage Natural Health & Accupuncture, LLC and Bank Of America, N.A. Mccomb holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas, Utah and Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company based in New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It has $1 trillion in assets between its 2,864,234 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a diverse range 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 charged by financial advisors usually are based on the services provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely 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
Jennifer Mccomb Work History
Jennifer has been registered as a financial advisor for 5 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Mountain Sage Natural Health & Accupuncture, LLC
*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 Jennifer Mccomb 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
New York, NY
Middletown, NY
Summit, NJ
Temecula, CA
Houston, TX
Los Angeles, CA
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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