Kaitlin Jarck
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to now
- Deutsch NYJul 2021 to Mar 2022
- The Siegfried GroupDec 2020 to Jun 2021
- Reverence Capital PartnersJun 2020 to Sep 2020
- J3 GlobalMay 2019 to Sep 2019
- Side DishMay 2018 to Aug 2018
- University of DelawareJan 2018 to May 2021
- University of MiamiAug 2017 to Dec 2017
- Copper CanyonJun 2017 to Aug 2017
- Rumson- Fair Haven Regional High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7529292
- Firm CRD
- 7691