Jonathan Paul Adamski
Also appears in the source record as: Jonathan Adamski
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 31Series 7Series 66
- Registered states (38)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Mississippi · Missouri · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · West Virginia
- Years in the industry (source record)
- 22
- 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
-
start not retrieved → present
-
start not retrieved → present
-
Blackrock Investment Management, LLCPonte Verdra Beach, FL · IA capacityApr 19, 2007 → Jan 13, 2021
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Blackrock Investments, LLCNew York, NY · BC capacitySep 29, 2006 → Jan 13, 2021
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Merrill Lynch Investment Managers LPSaint Petersburg, FL · IA capacityOct 20, 2005 → Oct 2, 2006
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Fam Distributors, Inc.New York, NY · BC capacityOct 19, 2005 → Sep 29, 2006
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Morgan StanleyStuart, FL · IA capacityOct 9, 2003 → Sep 2, 2005
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Morgan Stanley Dw Inc.Purchase, NY · BC capacitySep 8, 2003 → Sep 2, 2005
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.