Isaiah T Jackson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- J. P. Morgan Securities, LLCMar 2022 to Aug 2026
- JPMorgan Chase Bank, N.A.Mar 2022 to Aug 2026
- Nylife Securities LLCSep 2021 to Sep 2021
- Bank of America, N.A.Nov 2019 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Oct 2021
- New CreationDec 2017 to Dec 2021
- VerizonJan 2014 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7201739
- Firm CRD
- 7691