Jill Marie Borges

CRD 5008715 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY

IA RegisteredBroker

Also appears in the source record as: Jill M Borges; Jill Borges

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (1): New Jersey
Years in the industry (source record): 21
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 (12)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Pennington, NJ · IA capacity

Jun 9, 2020 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
New York, NY · BC capacity

start not retrieved → present
Blackrock Investment Management, LLC
IA capacity

Oct 16, 2015 → May 14, 2019
Blackrock Investments, LLC
BD capacity

Oct 14, 2015 → May 14, 2019
Barclays Capital Inc.
BD capacity

Oct 4, 2012 → Sep 10, 2015
Barclays Capital Inc.
IA capacity

Oct 4, 2012 → Sep 10, 2015
Ubs Financial Services Inc.
BD capacity

Sep 22, 2008 → Oct 1, 2012
Ubs Financial Services Inc.
IA capacity

Sep 22, 2008 → Oct 1, 2012
Lehman Brothers Inc.
BD capacity

Oct 31, 2006 → Oct 2, 2008
Lehman Brothers Inc.
IA capacity

Oct 31, 2006 → Oct 2, 2008
Merrill Lynch Pierce Fenner & Smith Inc.
IA capacity

Feb 9, 2006 → Oct 25, 2006
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 17, 2005 → Oct 25, 2006

Source & corrections

Where this page comes from

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