Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Phillip Joshue EspinosaBarrientos is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Jean is registered with the state of Texas and District of Columbia. Jean has been in the industry for 2 years. Jean has previously been employed by The Vanguard Group, Inc. and Decades LLC. Jean holds Series 63, 65, 7TO and SIE licenses. Jean has expertise in advising insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities. Jean is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. which manages over $1 trillion in assets.
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
DC
07/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
PA
11/19/2021 - 12/20/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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