Jared Clement
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- Fidelity InvestmentsJan 2024 to Jun 2025
- UnemployedNov 2023 to Jan 2024
- Bank of America, N.AJul 2022 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Nov 2023
- California Polytechnic State University PomonaAug 2020 to Jul 2022
- UnemployedMay 2020 to Aug 2020
- Chaffey CollegeSep 2019 to May 2020
- UnemployedJun 2019 to Sep 2019
- United States Air ForceJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7593714
- Firm CRD
- 7691