Jacob Reilly

CRD 7182313 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Boston, MA

IA RegisteredBroker

Also appears in the source record as: Jacob Scott Reilly

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSeries 6TOSIESeries 65Series 63
Registered states (38): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Kansas · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wyoming
Years in the industry (source record): 6
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 (5)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Boston, MA · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Boston, MA · BC capacity

start not retrieved → present
John Hancock Personal Financial Services, LLC
Boston, MA · IA capacity

Dec 15, 2020 → Mar 28, 2022
John Hancock Investment Management Distributors LLC
Boston, MA · BC capacity

Nov 16, 2020 → Mar 28, 2022
Citizens Securities, Inc.
So. Boston, MA · BC capacity

Oct 15, 2019 → Nov 6, 2020

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 7182313 ↗ FINRA BrokerCheck record for CRD 7182313 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.