Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
7yrs
Taejun Ahn
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Irvine, California, Taejun Ahn is a fiduciary financial advisor with 7 years of industry experience. Taejun joined Merrill Lynch, Pierce, Fenner & Smith in 2020, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill Lynch, Pierce, Fenner & Smith reports being paid through a percentage of assets, flat fees, and commissions.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office100 Spectrum Center Dr, Irvine, CA 92618
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – now
Questions to ask Taejun
Tailored to Taejun’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
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About Taejun
How do I contact Taejun?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Taejun Ahn. Taejun works from the Irvine, CA office.
How long has Taejun been a financial advisor?
Taejun has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Taejun hold?
Series 66. Tap any license on this page to see what it allows.
Is Taejun a fiduciary?
Taejun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Taejun 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 Taejun for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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