Jonathan Ragnone, financial advisor Grand Blanc MI

Jonathan Ragnone

CRD Number: 5849692
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonathan Ragnone (CRD# 5849692) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Blanc, MI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Grand Blanc, MI Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc, MI Sep 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Jonathan L. Ragnone
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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