Jason Thomas Liebl

CRD 3028944 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Portland, OR

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 10Series 9Series 99TOSIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3028944 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 (9)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Portland, OR · IA capacity

Oct 25, 2022 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Portland, OR · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLC
BD capacity

Jan 3, 2011 → Oct 3, 2022
Wells Fargo Clearing Services, LLC
IA capacity

Jan 3, 2011 → Oct 3, 2022
Wells Fargo Investments, LLC
IA capacity

Jan 17, 2011 → Jan 3, 2011
Wells Fargo Investments, LLC
BD capacity

Apr 19, 2006 → Jan 3, 2011
Wells Fargo Securities, LLC
BD capacity

Dec 12, 2003 → Aug 18, 2005
Wells Fargo Securities, LLC
BD capacity

Apr 29, 2000 → Sep 26, 2002
Black & Company, Inc.
BD capacity

Apr 30, 1998 → Apr 29, 2000

Source & corrections

Where this page comes from

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