Jessica Rudin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Jessica Rudin? Claim your profile
Contact this firm
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to now
- Equitable Advisors, LLCJul 2022 to Jan 2023
- UnemployedMay 2022 to Jun 2022
- The Preiss Company - the Row At the StadiumApr 2020 to Apr 2022
- University of South CarolinaAug 2018 to May 2022
- Naples Pizza & PastaAug 2017 to Aug 2019
- UnemployedJul 2012 to Jul 2017
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
- 7597917
- Firm CRD
- 7691