Jack Elias
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Jack Elias? Claim your profile
Contact this firm
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.Jan 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to now
- Northwestern MutualJun 2021 to Dec 2021
- University of MarylandAug 2018 to May 2022
- Central Bucks Athletic AssociationNov 2015 to Mar 2018
- Elias AssociatesJun 2015 to Aug 2021
- Central Bucks East High SchoolJul 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, 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
- 7400937
- Firm CRD
- 7691