Jarrod Douglas Howard
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Jarrod Douglas Howard? 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.Jan 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2020 to now
- Triad AdvisorsJun 2020 to Sep 2020
- Wealth Enhancement & PreservationJun 2020 to Sep 2020
- Southport CapitalApr 2020 to Jun 2020
- UnemployedNov 2019 to Mar 2020
- J.P. Morgan Securities LLCApr 2019 to Oct 2019
- JPMorgan Chase Bank, N.A.Apr 2019 to Oct 2019
- UnemployedJan 2019 to Apr 2019
- Ameriprise Financial Services, IncOct 2018 to Jan 2019
- Morgan Stanley Private Bank, N.A.Jan 2016 to Sep 2018
- Morgan Stanley Smith Barney LLCJan 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5674404
- Firm CRD
- 7691