Jaden Gallardo (CRD# 7893135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Long Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Long Beach, CA | May 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Long Beach, CA | Mar 2024 - Current | < 1 |
| Jersey Mike's Subs | Laguna Niguel, CA | Aug 2021 - Mar 2024 | 2 |
| Juice It Up! | Aliso Viejo, CA | Nov 2018 - Jul 2021 | 2 |
| Cold Stone | Aliso Viejo, CA | Sep 2019 - Mar 2020 | < 1 |
| N/a | Aliso Viejo, CA | Mar 2014 - Nov 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- CA
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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