![Jennifer Maxwell, financial advisor Bala Cynwyd PA](/img/ws/profile-blank-sq.png)
Jennifer Maxwell
CRD Number: 4475519Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jennifer Maxwell (CRD# 4475519) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bala Cynwyd, PA and has over 18 years of experience in the finance industry.
![John Abood, financial advisor Bala Cynwyd PA](/img/ws/profile-blank-sq.png)
CRD# 2629855
Investment Management & Planning LLC
![Jeffrey Abrams, financial advisor Bala Cynwyd PA](/img/ws/profile-blank-sq.png)
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Scott Abramson, financial advisor Bala Cynwyd PA](/img/ws/profile-blank-sq.png)
CRD# 1982803
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Bala Cynwyd, PA | Oct 2017 - Current | 6 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bala Cynwyd, PA | Jul 2004 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- OH
- PA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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