Conner
Jordan
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Conner Jordan is a financial advisor operating out of Houston, Texas with a total of 5 years of relevant experience. Jordan currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Katyisd, Uber, University Of Mississippi, Stadia and Bank Of America, N.A. Jordan holds Series 66 and Series 63 licenses, designating them as a securities broker, and is approved to operate in Texas. 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 employees. It controls $1 trillion in assets across its 2,864,234 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a wide range of services, including 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc 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
Conner Jordan Work History
Conner has been registered as a financial advisor for 5 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Katyisd
Uber
Stadia
University Of Mississippi
*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 Conner Jordan 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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