Jack H Muir
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.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- Raymond James & Associate Inc.Oct 2023 to Apr 2025
- Slick Chick FitnessJun 2023 to Aug 2023
- F45 TrainingFeb 2023 to Jun 2023
- Lone Star ValetNov 2022 to Feb 2023
- The Vanguard Group, Inc.Jun 2022 to Aug 2023
- United Wholesale MortgageMay 2021 to Aug 2021
- DoordashDec 2020 to Oct 2023
- TabooliJan 2020 to Mar 2020
- Oakland University Golf & Learning CenterMay 2019 to Aug 2019
- Michigan State UniversityAug 2018 to May 2022
- Oakland Hills Country ClubAug 2017 to Aug 2019
- Seaholm High SchoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7563571
- Firm CRD
- 7691