Jack Murray
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.
- Bank of America N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to now
- Park Avenue SecuritiesApr 2021 to Feb 2023
- Guardian Life Insurance CompanyMar 2021 to Feb 2023
- The Prudential Insurance Company of AmericaJan 2020 to Mar 2021
- Pruco Securities LLCOct 2019 to Mar 2021
- Murray Company IncJul 2019 to Nov 2019
- MassmutualMar 2019 to Jul 2019
- Northwestern MutualJun 2018 to Mar 2019
- Brewers Bruce and JohnsonsMay 2017 to Jun 2018
- P Diana and SonsMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6936953
- Firm CRD
- 7691