Ronnie Paul Jesse
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8TFirm assets
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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
7 years in the industry.
- Bank of America, N.A.Dec 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to now
- JP Morgan Chase Bank, N.A.Nov 2019 to Dec 2019
- JP Morgan Securities, LLCNov 2019 to Dec 2019
- Bank of America,N.A.Apr 2012 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2012 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 5702476
- Firm CRD
- 7691