Joshua Watson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 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
7 years in the industry.
- Bank of America, N.A.Sep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- DoordashOct 2021 to now
- J.P. Morgan Securities LLCFeb 2022 to May 2022
- JPMorgan Chase Bank, N.A.Feb 2022 to May 2022
- Alex Ottney LLCNov 2021 to Jan 2022
- JPMorgan Chase Bank, N.A.Dec 2018 to Nov 2021
- J.P. Morgan Securities, LLCDec 2018 to Sep 2020
- Fifth Third BankSep 2017 to Nov 2018
- Mainsource BankDec 2016 to Sep 2017
- Wright Patt Credit UnionAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7060926
- Firm CRD
- 7691