Jennifer L Lindsey
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- J.P. Morgan Securities LLCJul 2021 to Dec 2025
- JPMorgan Chase Bank, N.A.Jul 2021 to Dec 2025
- Jandj10 LLCJul 2021 to Sep 2024
- Revolution DogJul 2021 to Aug 2023
- UnemployedJun 2021 to Jun 2021
- Austinburg Nursing & RehabilitationMar 2019 to May 2021
- AseracareAug 2018 to Mar 2019
- Partners/proscan ImagingOct 2017 to Aug 2018
- Safe Havens Security Services LLCAug 2017 to Sep 2017
- Hca of Naples LLCApr 2017 to Aug 2017
- Gulfshore ObgynApr 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7423198
- Firm CRD
- 7691