Jeremy George Wozunk
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 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to now
- Ameriprise Financial Services, LLCNov 2020 to Mar 2024
- Laurel Oak Wealth ManagementNov 2020 to Mar 2024
- Germ-nix Enterprises LLCMay 2020 to Sep 2020
- Northwestern MutualMay 2019 to Nov 2019
- Top Dog FitnessSep 2018 to Oct 2019
- OneloanplaceApr 2017 to Sep 2018
- Florida State UniversityMay 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6947935
- Firm CRD
- 7691