Jack Buss
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- UnemployedMay 2022 to Mar 2026
- W&s Brokerage ServicesJun 2019 to May 2022
- Western Southern LifeApr 2019 to May 2022
- Equity Services, Inc.Sep 2018 to Apr 2019
- National Life GroupAug 2017 to Apr 2019
- National Financial Services GroupJun 2017 to Aug 2017
- Palm Valley Fish CampDec 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7015304
- Firm CRD
- 7691