![Jonathan Arellano, financial advisor Tampa FL](/img/ws/profile-blank-sq.png)
Jonathan Arellano
CRD Number: 6777853Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jonathan Arellano (CRD# 6777853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 6 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
![Douglas Wilkinson, financial advisor Tampa FL](/img/ws/profile-blank-sq.png)
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
![Carl von dem Bussche, Sr., financial advisor Tampa FL](/img/ws/profile-blank-sq.png)
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa, FL | Apr 2017 - Current | 7 |
Bank Of America, N.a. | Tampa, FL | Apr 2017 - Current | 7 |
Fifth Third Bank | Tampa, FL | Oct 2015 - Apr 2017 | 1 |
Pnc Bank | Tampa, FL | Aug 2011 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- FL
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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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