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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jalen? Claim Your ProfileJalen D. Johnson is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc., with a Branch office location at 30195 CHAGRIN BLVD in PEPPER PIKE, OH. Jalen has been in the securities industry since October 2020 and currently holds active licenses in the states of OH and TX. Jalen has experience working at Vanguard Marketing Corporation. Jalen has passed the Series 63, 66, 7 and SIE exams. Jalen specializes in offering Portfolio Management for Businesses and Individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PEPPER PIKE OH)
PA
10/16/2020 - 11/24/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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