Jinesh Shah
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Pruco Securities, LLC.Aug 2020 to Mar 2023
- Prudential Insurance Company of AmericaAug 2020 to Mar 2023
- UnemployedMar 2020 to Jul 2020
- Bank of America, N.A.May 2019 to Mar 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Mar 2020
- Nylife Securities LLCDec 2015 to May 2019
- New York Life Insurance CompanyNov 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6582933
- Firm CRD
- 7691