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Jack Demouth

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Bank of America, N.A.Jul 2022 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
  3. Prudential Investment Management Services LLCApr 2019 to Mar 2022
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Apr 2019
  5. American Reality PartnersAug 2017 to Jun 2018
  6. Rowan UniversitySep 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

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
6675726
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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