Jonathan R Carlysle
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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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
10 years in the industry.
- Bank of America N.A.Feb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- UnemployedJun 2023 to Jan 2024
- Charles Schwab & Co., IncJan 2022 to Jun 2023
- Charles Schwab Bank SsbJan 2022 to Jun 2023
- Equitable Advisors LLCNov 2021 to Jan 2022
- UnemployedMar 2020 to Nov 2021
- Umpqua BankJul 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2021
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
- 4160600
- Firm CRD
- 7691