Jeffery D Price
Also appears in the source record as: Jeff Denton Price; Jeff Price; Jeffery Denton Price; Jeffrey Denton Price
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- Series 65Series 63Series 10Series 9SIESeries 31Series 7
- Registered states (45)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
- Years in the industry (source record)
- 34
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2255050 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Firm CRD
- 7691
- SEC number
- 801-14235
- Assets under management
- $1.8T as of Jun 29, 2026
- Website
- www.merrilledge.com/GUIDED-INVESTING ↗
- Phone
- 800-637-7455
- Firm location
- New York, NY, 10036
Employment history (6)
From the source registration record · current first
-
Apr 18, 1995 → present
-
start not retrieved → present
-
Smith Barney Inc.BD capacityNov 7, 1994 → Apr 24, 1995
-
Banc One Securities CorporationBD capacityMay 21, 1993 → Oct 14, 1994
-
Ids Life Insurance CompanyBD capacitySep 24, 1992 → Apr 20, 1993
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American Express Financial Advisors Inc.BD capacitySep 24, 1992 → Apr 20, 1993
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.