Jack R Damelio
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Morgan Stanley Private Bank, N.AJan 2023 to Sep 2024
- Morgan StanleyAug 2022 to Sep 2024
- Jaris inc.Jun 2021 to Aug 2021
- Merrill Lynch - Bank of AmericaJul 2020 to Jan 2021
- Compass Real EstateJun 2019 to Aug 2019
- Pomona CollegeSep 2018 to May 2022
- UnemployedJun 2018 to Aug 2018
- Next Level SportingJan 2017 to Jun 2023
- Serra High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7279027
- Firm CRD
- 7691