Jessica Buchanan
CRD Number: 5248192Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jessica Buchanan (CRD# 5248192) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 17 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Jacksonville, FL | Oct 2022 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith | Jacksonville, FL | Nov 2020 - Current | 3 |
Unemployed | Sierra Madre, CA | Jun 2019 - Nov 2020 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale, AZ | Feb 2018 - Jun 2019 | 1 |
Unemployed | Cave Creek, AZ | Oct 2017 - Feb 2018 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix, AZ | Mar 2015 - Oct 2017 | 2 |
Unemployed | Scottsdale, AZ | Nov 2014 - Mar 2015 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Jacksonville, FL | Nov 2006 - Nov 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- FL
- 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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