Jessica P. Granier
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 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
15 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2023 to now
- Sanctuary Advisors, LLCJun 2022 to Nov 2023
- Sanctuary Securities, Inc.Jun 2022 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Jun 2022
- Ameriprise Financial Services, IncJun 2019 to Mar 2020
- Ameriprise Financial Services, IncMay 2018 to Aug 2018
- The Marina At OceanportMay 2016 to Aug 2017
- Virginia Polytechnic Institute and State UniversityAug 2015 to May 2019
- Monmouth Rubber and Plastics CorporationSep 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6951989
- Firm CRD
- 7691