Theodore Jones
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- City of Columbus Recreation and ParksJun 2023 to now
- Signature Real EstateOct 2018 to now
- The Prudential Insurance Company of AmericaMar 2024 to Aug 2024
- Pruco Securities LLCNov 2023 to Aug 2024
- Key Investment Services, LLCApr 2018 to Nov 2020
- KeybankNov 2017 to Nov 2020
- UnemployedJun 2017 to Nov 2017
- PNC BankFeb 2014 to Jun 2017
- Franklin UniversityAug 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6934477
- Firm CRD
- 7691