Jason Kornreich

CRD 2845504 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY

IA RegisteredBroker

Also appears in the source record as: Jason Eric Kornreich

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 24SIESeries 31Series 55Series 7
Registered states (15): California · Connecticut · Florida · Indiana · Massachusetts · Montana · Nevada · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Texas · Virginia
Years in the industry (source record): 29
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 (11)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
New York, NY · IA capacity

Aug 1, 2022 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
New York, NY · BC capacity

start not retrieved → present
Advice And Planning Services
IA capacity

Sep 20, 2013 → Jul 26, 2022
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Sep 19, 2013 → Jul 26, 2022
Morgan Stanley
IA capacity

May 19, 2011 → Jul 17, 2013
Morgan Stanley
BD capacity

May 9, 2011 → Jul 17, 2013
Wjb Capital Group, Inc.
BD capacity

Jul 30, 2007 → Feb 28, 2011
M. S. Howells & Co.
BD capacity

Sep 28, 2004 → Jul 30, 2007
Ehrenkrantz King Nussbaum, Inc.
BD capacity

Jun 24, 2003 → Sep 27, 2004
Andover Brokerage, L.L.C.
BD capacity

Jul 18, 2002 → Oct 1, 2002
Herzog, Heine, Geduld, LLC
BD capacity

Feb 26, 1997 → Jun 26, 2002

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2845504 ↗ FINRA BrokerCheck record for CRD 2845504 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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