Jack Mcbride Bisset
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.Jan 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- Brown-formanJan 2023 to Mar 2023
- The Vanguard Group, Inc.Aug 2022 to Jan 2024
- Altria Group Distribution CompanyMay 2021 to Mar 2022
- University of ArizonaAug 2018 to Aug 2022
- Best Property Management ServicesMay 2016 to Jul 2018
- Liberty Select Basketball AssociationOct 2015 to Feb 2018
- Liberty High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7605526
- Firm CRD
- 7691