Stasie Jones
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Stasie Jones? 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
10 years in the industry.
- Bank of America, N.A.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to now
- LPL Enterprise, LLCNov 2024 to Jan 2025
- The Prudential Insurance Company of AmericaAug 2024 to Jan 2025
- Pruco Securities, LLC.Jun 2024 to Nov 2024
- JPMorgan Chase Bank NADec 2019 to Jul 2024
- JPMorgan Securities LLCDec 2019 to Jul 2024
- UnemploymentNov 2019 to Dec 2019
- Strategic Outsourcing, IncSep 2019 to Oct 2019
- Suffolk Federal Credit UnionJan 2019 to Oct 2019
- Strategic Outsourcing, IncJan 2017 to Nov 2017
- Bts, IncJun 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5404055
- Firm CRD
- 7691