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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Merrill Lynch, Pierce, Fenner & Smith Incorporated 5 years, 3 months Aug 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporatedpasadena, Ca 5 years, 3 months Aug 2013 - Present
Tdameritrade, Inc 4 years Aug 2009 - Aug 2013
Fidelity Investments 1 year, 4 months Oct 2007 - Feb 2009
Are You
Jason CHARLES Celentano?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jul 7, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jul 7, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on Nov. 1, 2018
    • $819.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $360.8K
      Estimated Average Account Balance

Fees

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