Jhisan ul Izak Alam
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America N.A.Feb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to now
- UnemployedOct 2020 to Sep 2022
- Just Watch Lifestyle CorpDec 2018 to Oct 2020
- JPMorgan Chase Bank, N.A.Jun 2018 to Aug 2020
- J.P. Morgan Securites LLCJun 2018 to Jun 2020
- Citi BankMar 2018 to Jun 2018
- Bank of AmericaMay 2017 to Mar 2018
- T-mobileSep 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6987339
- Firm CRD
- 7691