Jonathan
Resabala
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jonathan Resabala is a financial advisor based in West Jordan, Utah, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has previously held positions at Fidelity Investments, Chg Healthcare, Comcast, 24 Hour Rooter Connectionz, Vivint Inc, Vivint Solar, Merrill Lynch, Pierce, Fenner & Smith Inc, Amazon, Progressive Finance, and Bank Of America N.A. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Jonathan is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of West Jordan, Utah. 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
Jonathan Resabala Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Fidelity Investments
Amazon
Chg Healthcare
Progressive Finance
Comcast
24 Hour Rooter Connectionz
Comcast
Vivint Inc
Vivint Solar
Disclosures
Please visit the SEC profile of Jonathan Resabala 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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Rockville, MD
Charlotte, NC
Saint Louis, MO
Westlake Village, CA
Chevy Chase, MD
Wethersfield, CT
Salt Lake City, UT
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