Jonathan Wright
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Bank of America, N.A.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- Exchangeright Real Estate, LLCJun 2022 to Mar 2025
- Core EducationFeb 2021 to Jun 2022
- Newport Advisory PartnersFeb 2021 to Jun 2022
- DanaherJun 2020 to Aug 2020
- University of Southern CaliforniaJul 2019 to May 2021
- Sc Distributors, LLCDec 2016 to Jul 2019
- Shopoff Securities, Inc.Sep 2015 to Dec 2016
- Atomi Financial Group, Inc.Aug 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6209885
- Firm CRD
- 7691