Jeremy Doll, financial advisor Oak Ridge TN

Jeremy Doll

CRD Number: 5093468
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeremy Doll (CRD# 5093468) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oak Ridge, TN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Palmdale, CA Sep 2015 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palmdale, CA Sep 2015 - Current 8
Unemployed Lancaster, CA Aug 2015 - Aug 2015 < 1
Jpmorgan Chase Bank Lancaster, CA Oct 2012 - Jul 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Jeremy C. Doll
Phone Number: 800-637-7455
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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