Jason Paul Demers

CRD 2365310 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Houston, TX

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 31Series 7
Registered states (25): Alabama · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Kentucky · Mississippi · Missouri · Nevada · New Jersey · New Mexico · North Carolina · Ohio · Oklahoma · Puerto Rico · South Carolina · Tennessee · Texas · Virginia · Wisconsin
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2365310 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 (5)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Houston, TX · IA capacity

Oct 3, 1995 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Houston, TX · BC capacity

start not retrieved → present
Edward D. Jones & Co., L.P.
BD capacity

Oct 13, 1994 → Oct 3, 1995
Everen Securities, Inc.
BD capacity

May 31, 1994 → Sep 30, 1994
Hart Securities, Inc.
BD capacity

Jun 12, 1993 → Nov 24, 1993

Source & corrections

Where this page comes from

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