Anthony Jaramillo
CRD Number: 7430266Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Anthony Jaramillo (CRD# 7430266) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Terrace, CA and has 1 year of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Terrace, CA | Jul 2022 - Current | 1 |
| Northwestern Mutual Investment Services LLC | Ontario, CA | Feb 2022 - Jul 2022 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2021 - Feb 2022 | < 1 |
| Velocity Truck Rental And Leasing | Fontana, CA | Aug 2020 - Sep 2021 | 1 |
| University Of Arizona | Tucson, AZ | Aug 2016 - Aug 2020 | 4 |
| Best Buy | Tucson, AZ | Aug 2018 - Jul 2020 | 1 |
| Buffalo Wild Wings | Eastvale, CA | May 2017 - Aug 2017 | < 1 |
| Rancho Verde High School | Perris, CA | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CA
- 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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