Jingwei He
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
4 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
10 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Key Investment Services, LLCMay 2025 to May 2026
- Keybank NAMay 2025 to May 2026
- J. P. Morgan Securities LLCApr 2022 to Apr 2025
- JPMorgan Chase Bank N.A,Apr 2022 to Apr 2025
- Allstate CorpMar 2022 to Mar 2022
- JPMorgan Chase Bank N.A.Jun 2021 to Aug 2021
- American Senior ResourceJan 2021 to Mar 2022
- Allstate Landon Suson AgencyMar 2018 to Dec 2020
- Keller Williams - United PartnersJan 2017 to Mar 2018
- Web Care SolutionOct 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 4 states (CA, NY, TX, WA).
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
- 7536420
- Firm CRD
- 7691