Merrill Lynch, Pierce, Fenner & Smith Incorporated
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 7691
- SEC number
- 801-14235
- Firm type
- RIA
- Assets under management
- $1.8T as of Jun 29, 2026
- Website
- www.merrilledge.com/GUIDED-INVESTING ↗
- Phone
- 800-637-7455
- Address
- One Bryant Park, New York, NY, 10036
Advisors at this firm
27,029 in our index · page 237 of 541
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Michael JamesCRD 5266537 · Westlake, OHIA RegisteredBroker
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William Benjamin JamesCRD 5602536 · Fairfield, CTIA RegisteredBroker
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Lisa M James PopeCRD 4195720 · Northbrook, ILIA RegisteredBroker
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John JamiesonCRD 8216526 · Riverside, RIIA RegisteredBroker
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Melissa JaneCRD 7250255 · San Luis Obispo, CAIA RegisteredBroker
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Steven Richard JanecekCRD 4563320 · New York, NYIA RegisteredBroker
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Philip JangCRD 6797564 · Bellevue, WAIA RegisteredBroker
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Jason A JaniCRD 6930874 · Boston, MAIA RegisteredBroker
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Kathleen M JanosiCRD 5555918 · New York, NYBroker
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Scott Allen JanuszCRD 8261296 · Pennington, NJBroker
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Christopher John JanykCRD 6601281 · Orland Park, ILIA RegisteredBrokerDisclosure event(s) on record
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Kelly Sue JanzenCRD 5575591 · Virginia Beach, VAIA RegisteredBroker
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Annalisa JaquezCRD 7927166 · Chandler, AZIA RegisteredBrokerDisclosure event(s) on record
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Aimee JaramilloCRD 7456260 · New York, NYIA RegisteredBroker
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Anthony JaramilloCRD 7430266 · Riverside, CAIA RegisteredBroker
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David JaramilloCRD 7121007 · New York, NYIA RegisteredBroker
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Sarahi Jaramillo DominguezCRD 7946429 · New York, NYBroker
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Richard Wayne JarbeckCRD 8126410 · Basking Ridge, NJIA RegisteredBroker
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Kaitlin JarckCRD 7529292 · New York, NYIA RegisteredBroker
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John Edward JarkaCRD 4312216 · Chicago, ILIA RegisteredBroker
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Dimitri JarosCRD 8020141 · Riverside, RIIA RegisteredBroker
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Rafael Jarosi De AraujoCRD 6747338 · Miami, FLIA RegisteredBroker
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Patrick T JarrellCRD 7287532 · Los Angeles, CAIA RegisteredBroker
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Nathaniel E JarrettCRD 6061764 · Atlanta, GAIA RegisteredBroker
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Shamik A JarrettCRD 7124598 · Wilson, NCIA RegisteredBroker
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Christian Ernes Jarrin CabreraCRD 6306053 · Miami, FLIA RegisteredBroker
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William Frederick JarvisCRD 2269502 · Westport, CTIA RegisteredBroker
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Joshua Hobbs JasienCRD 5493405 · Austin, TXIA RegisteredBroker
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Christina M JaskoCRD 2121761 · Jersey City, NJIA RegisteredBroker
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Amy JasonCRD 3264730 · Schaumburg, ILIA RegisteredBroker
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Stephen JastrzembskiCRD 7620304 · New York, NYIA RegisteredBroker
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Alba W JaundooCRD 5786236 · Lake Mary, FLIA RegisteredBroker
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John Estevan JavierCRD 2898969 · New York, NYIA RegisteredBroker
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Ashley Rae JaworskiCRD 7953132 · Bloomfield Hills, MIBroker
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Christopher Terence JeacockCRD 6607899 · Huntsville, ALIA RegisteredBroker
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Kaplan H JeffCRD 7055502 · Delray Beach, FLIA RegisteredBroker
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Daniel A JeffersCRD 4685696 · New York, NYIA RegisteredBroker
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Jacob Charles JelinekCRD 6952024 · Boulder, COIA RegisteredBroker
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Garrett S JelleyCRD 6958705 · Tulsa, OKIA RegisteredBroker
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Jeff C JenCRD 3107738 · Newport Beach, CAIA RegisteredBrokerDisclosure event(s) on record
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Sarthak JenaCRD 7624058 · Burlington, MAIA RegisteredBroker
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Anna Vucurevich JenkinsCRD 2837881 · Denver, COIA RegisteredBroker
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Carson Palmer JenkinsCRD 6974423 · New York, NYIA RegisteredBroker
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Cass J JenkinsCRD 4304584 · Fort Worth, TXIA RegisteredBrokerDisclosure event(s) on record
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Chase Nicklaus JenkinsCRD 6665047 · Pasadena, CAIA RegisteredBroker
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Claudia Mocan JenkinsCRD 2858349 · Newport Beach, CAIA RegisteredBroker
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David Werner JenkinsCRD 4141728 · Jacksonville, FLIA RegisteredBroker
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Jeffrey Nielsen JenkinsCRD 5818183 · Reno, NVIA RegisteredBroker
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Judd Jason JenkinsCRD 8261262 · Fort Worth, TXIA RegisteredBroker
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Gavin A JenkinsonCRD 5852193 · Columbia, MDIA RegisteredBroker
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.
SEC IAPD record for firm CRD 7691 ↗
FINRA BrokerCheck record for firm CRD 7691 ↗
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Data compiled Aug 30, 2026. Source: ADV_BULK. 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.