Jeffrey Glen Rush

CRD 3092736 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Los Angeles, CA

IA RegisteredBroker

Also appears in the source record as: Jeff Rush

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 9Series 10Series 31SIESeries 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 3092736 contains one or more disclosure events as of Aug 20, 2026.

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FINRA BrokerCheck ↗ · 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
Los Angeles, CA · IA capacity

Jun 17, 2019 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Los Angeles, CA · BC capacity

start not retrieved → present
Morgan Stanley
IA capacity

Jun 14, 2013 → Jun 18, 2019
Morgan Stanley
BD capacity

Jun 13, 2013 → Jun 18, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 18, 2006 → Feb 14, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Oct 18, 2006 → Feb 14, 2013
Princor Financial Services Corporation
IA capacity

Mar 11, 2005 → Oct 4, 2006
Princor Financial Services Corporation
BD capacity

Feb 28, 2005 → Oct 4, 2006
Mfs Fund Distributors, Inc.
BD capacity

Feb 29, 2000 → May 2, 2002
Putnam Mutual Funds Corp.
BD capacity

Dec 15, 1999 → Feb 23, 2000
A. G. Edwards & Sons, Inc.
BD capacity

Oct 20, 1998 → Jun 9, 1999

Source & corrections

Where this page comes from

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