Jobed Hilaire
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.Sep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- UnemployedMar 2022 to Jul 2022
- The Plantation At Ponte VedreJan 2022 to Feb 2022
- Fidelity InvestmentsJun 2021 to Dec 2021
- Heop Summer Institute ProgramJul 2020 to Aug 2020
- Bozzuto CenterJan 2019 to May 2021
- Finger Lakes InstituteJun 2018 to Aug 2018
- Intercultural Affairs OfficeJan 2018 to May 2021
- Hobart & William Smith CollegesAug 2017 to May 2021
- Lincoln Center for Performing Arts At Lincoln Center EducationDec 2016 to Jan 2017
- New Visions Charter Highschool for Advanced Math & Science IiiAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7401560
- Firm CRD
- 7691