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Jermaine Haywood

Merrill Lynch, Pierce, Fenner & Smith Inc.

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About Jermaine Haywood

Jermaine Haywood is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jermaine has been in the financial services industry since 2008 and has been registered with Merrill Lynch since 2011. Jermaine holds Series 4, 7, 9, 10, 63, and 66 licenses and the SIE designation. Jermaine is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Jermaine has worked with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Jermaine is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Jermaine Haywood is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Merrill Lynch, Pierce, Fenner & Smith Inc. is a corporation that has been in operation since November 10, 1958. The firm has its main office located in NEW YORK, NY, United States. Merrill Lynch, Pierce, Fenner & Smith Inc. provides a range of advisory services, including other, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage assets for various client types, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
Merrill Lynch, Pierce, Fenner & Smith Inc.

4800-4804 DEER LAKE DR

JACKSONVILLE, FL 32246

$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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Jermaine Haywood’s Registration & Firm History

FL

10/16/2013 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)

FL

05/14/2008 - 11/23/2010

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 9/2/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/26/2019

Series 4 - Registered Options Principal Examination

BC

Issued 12/23/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/15/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Jermaine Haywood.
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