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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Beard is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Jacksonville, FL. Jon has over 15 years of experience in the financial services industry. Jon is a licensed securities representative and investment advisor representative in Florida and Texas. Jon is also a Series 66, Series 7, Series 9, Series 10 and SIE exam holder. Jon specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Jon’s primary focus is on portfolio management, financial planning, investment advisory services, and pension consulting. Jon is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NY
01/28/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
11/24/2009 - 11/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
SC
03/15/2004 - 05/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
BOTH
Issued 04/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
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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