Jackson Wynn
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America N.A.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to now
- UnemployedMay 2021 to Aug 2021
- Seacoast National BankNov 2020 to May 2021
- WalgreensMar 2020 to Nov 2020
- UnemployedMar 2020 to Apr 2020
- Beef 'o' Brady'sJan 2020 to Mar 2020
- Keke's Breakfast CafeDec 2019 to Jan 2020
- UnemployedAug 2019 to Dec 2019
- Onsight IndustriesFeb 2019 to Aug 2019
- UnemployedJan 2019 to Feb 2019
- East Area Adult SchoolJan 2012 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7454185
- Firm CRD
- 7691