Jason Allan Gilman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
6 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Jason Allan Gilman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to now
- Nylife Securities LLCApr 2021 to Nov 2021
- New York Life Insurance CoMar 2021 to Nov 2021
- UnemployedNov 2020 to Mar 2021
- Ohio National Financial ServicesJun 2018 to Nov 2020
- The O.N. Equity Sales CompanyJun 2018 to Nov 2020
- UnemployedJul 2017 to Jun 2018
- Various Insurance Carrier for W & R Insurance AgenciesNov 2015 to Jul 2017
- Waddell & Reed, IncNov 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2243538
- Firm CRD
- 7691