Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Michael Eaton is an investment advisor representative currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jon Eaton has been in the securities industry since March 2007. Jon Eaton has a total of 19 years of experience in the financial services industry. Jon Michael Eaton holds licenses for Series 66, Series 7, and SIE. Jon Eaton has been a registered representative since March 2015 and is licensed to practice in 18 states. Jon Eaton has worked at both Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. In his current role at Merrill Lynch, Pierce, Fenner & Smith Inc. in Chesterfield, Missouri, Jon Eaton manages assets of over $1 billion for his clients.
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
MO
03/27/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHESTERFIELD MO)
MO
01/01/2008 - 03/18/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
03/21/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/2007
Series 7 - General Securities Representative 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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