Jennifer Perkinson

CRD 2675209 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Rancho Santa Fe, CA

IA RegisteredBroker

Also appears in the source record as: Jennifer Perkinson Mcnew; Jennifer Ruth Mcnew; Jennifer Ruth Mullen; Jennifer R Mullen; Jennifer Ruth Perkinson; Jennifer Ruth Perkinsonmcnew

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (44): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (8)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Rancho Santa Fe, CA · IA capacity

May 26, 2006 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Rancho Santa Fe, CA · BC capacity

start not retrieved → present
Banc Of America Investment Services, Inc.
IA capacity

Sep 22, 2000 → Jun 1, 2006
Banc Of America Investment Services, Inc.
BD capacity

Jul 12, 1999 → Jun 1, 2006
Ba Investment Services, Inc.
BD capacity

Oct 7, 1998 → Jul 12, 1999
Liberty Funds Distributor, Inc.
BD capacity

Jul 3, 1997 → Oct 2, 1998
J.C. Bradford & Co.
BD capacity

Mar 29, 1996 → May 1, 1997
Smith Barney Inc.
BD capacity

Jan 19, 1996 → Apr 16, 1996

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2675209 ↗ FINRA BrokerCheck record for CRD 2675209 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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