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Jackson Selander Bennette

Merrill Lynch, Pierce, Fenner & Smith Inc.

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About Jackson Selander Bennette

Jackson Selander Bennette is a financial advisor registered with Charles Schwab & Co., Inc. Jackson has been in the industry since 2023 and has a combined state law license (Series 66) and a general securities representative license (Series 7). Jackson is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Jackson is also registered with the state of Arizona as an Investment Advisor Representative. Jackson has experience with various types of investments and is focused on providing advice to individuals.

Firm Information

Jackson Bennette is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is a corporation formed on November 10, 1958 and approved by the SEC. With a main office in New York, NY, the firm offers advisory services to a wide range of clients including individuals, businesses, and institutions. Their services include portfolio management, pension consulting, and educational seminars. The firm manages approximately $10 billion to $50 billion in assets and is registered in 53 states and the District of Columbia.
Merrill Lynch, Pierce, Fenner & Smith Inc.

14636 N SCOTTSDALE RD

SCOTTSDALE, AZ 85254

$1.27T

Assets Under Management

16,965

Total Clients

25,158

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jackson Bennette’s Registration & Firm History

AZ

10/10/2024 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 6/3/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 7/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jackson Selander Bennette.
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