Joshua Delander
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 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
17 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- UbereatsOct 2019 to now
- Farmers Insurance- Josh Delander AgencyMar 2026 to Jul 2026
- Farmers Insurance- Zachary Timberlin AgencyMay 2025 to Mar 2026
- UnemployedDec 2024 to Apr 2025
- J.P. Morgan Securities LLCJan 2024 to Nov 2024
- Charles Schwab & Co., Inc.Apr 2021 to Jan 2024
- UnemployedFeb 2021 to Mar 2021
- Apartment and Home SolutionsJun 2009 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
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
- 7366090
- Firm CRD
- 7691