Jennifer
Grant

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6180053
Investment Advisor
in Green Bay, WI
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About this Advisor

Jennifer Grant is an investment advisor based in Green Bay, Wisconsin. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Grant has 10 years of work experience as a financial advisor. Grant maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Grant can advise customers in Texas and Wisconsin. Throughout their career, they have worked at Culvers, Merrill Lynch, Pierce, Fenner & Smith Inc, Baylake Bank and Enterprise Rent A Car. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Green Bay, Wisconsin, and has 2,958 other offices in the country. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets dispersed across 2,272,151 client accounts and retains more than 40,146 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 755,507 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

480 Pilgrim Way
Green Bay, WI 54304

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

WI Average: 88
Total Number of Accounts

2,472,247

WI Average: 3,892
Average Account Size

$322,494

WI Average: $1,917,921

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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

Jennifer Grant Work History

Jennifer has 10 years of experience.

2013 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Baylake Bank

2009 - 2012 (3 years)

Enterprise Rent A Car

2008 - 2009 (1 year)

Culvers

Disclosures

Jennifer Grant has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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