Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
22yrs
Joann E Squires
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience22 years (since 2005)
How that compares ?Top 18% by experience in Jacksonville
Office9000 Southside Blvd CI Client Services, Jacksonville, FL 32256
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2013 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- 2008 – 2013Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Joann
Tailored to Joann’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joann
How do I contact Joann?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Joann E Squires. Joann works from the Jacksonville, FL office.
How long has Joann been a financial advisor?
Joann has been in the industry since 2005, about 22 years. Top 18% by experience in Jacksonville.
What licenses does Joann hold?
Series 66. Tap any license on this page to see what it allows.
Is Joann a fiduciary?
Joann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joann paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Joann for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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