Jon
Vollstedt

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2131247
Investment Advisor
in Seattle, WA
Are you Jon Vollstedt? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jon Vollstedt is a certified financial planner based out of Seattle, Washington, with a total of 19 years of professional experience. Vollstedt is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, Na. Vollstedt has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm operating in Seattle, Washington. The company has offices in 2,958 locations and a total of 40,146 people on staff. It controls $820 billion in assets across its 2,272,151 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a broad range of services, including financial planning services, 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. Financial management fee schedules usually depend on which services are offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1215 4Th Ave
Seattle, WA 98161

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

WA Average: 88
Total Number of Accounts

2,472,247

WA Average: 3,892
Average Account Size

$322,494

WA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning 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

Jon Vollstedt Work History

Jon has 19 years of experience.

2010 - Present (9 years)

Bank Of America, Na

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

1999 - 2009 (10 years)

Banc Of America Investment Services, Inc

1999 - 2009 (10 years)

Banc Of America Insurance Services, Inc

Disclosures

Jon Vollstedt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started