Best Investors Account Sign in

Jonathan Arreguin Valencia

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fresno, CA

Santa Clarita, CA

Selma, CA

Fresno, CA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-10
CA RA APPROVED 2024-07-30
  • TX RA
    APPROVED
    Since 2024-09-10
  • CA RA
    APPROVED
    Since 2024-07-30

Branch Locations

3435 N Cedar Dr, Fresno, CA 93726 • United States

24200 Magic Mountain Pkwy, Santa Clarita, CA 91355 • United States

2100 Arrants St, Selma, CA 93662 • United States

2611 S Cedar Ave, Fresno, CA 93725 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clovis CA 10/2020 Present
Bj's Restaurant & Brewhouse Fresno CA 01/2016 03/2021
Csu, Fresno Fresno CA 08/2017 12/2019
Fresno City College Fresno CA 08/2011 06/2017
Bank Of America, N.A. Clovis CA 07/2024 Present
  • 10/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Clovis, CA
  • 01/2016 → 03/2021
    Bj's Restaurant & Brewhouse
    Fresno, CA
  • 08/2017 → 12/2019
    Csu, Fresno
    Fresno, CA
  • 08/2011 → 06/2017
    Fresno City College
    Fresno, CA
  • 07/2024 → Present
    Bank Of America, N.A.
    Clovis, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-03
  • S66 Uniform Combined State Law Examination
    2023-11-03
Other Names
  • Jonathan Arreguin

View on SEC IAPD

Other Firms

MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
USI ADVISORS
PERENNIAL FINANCIAL SERVICES
LPL FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
MOTIV8 INVESTMENTS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

JASON RICHARD AHRONIAN
JEBBER JAKE COZZI
DAVID NEAL BAKER
Marc A Maguire
SCOTT PATRICK YOUNG
Kimberly Jean Gambero
ANTOINETTE ROBINSON
Cherlyn S Rugg

Other Offices

MORGAN STANLEY · Fresno, CA
RBC CAPITAL MARKETS, LLC · FRESNO, CA
USI ADVISORS · Fresno, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRESNO, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
LPL FINANCIAL LLC · FRESNO, CA
BEACON POINTE ADVISORS, LLC · FRESNO, CA

More in Fresno, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor