Jorge Alberto Mateo-aguilar
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Jorge Alberto Mateo-aguilar? 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
15 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Wells Fargo Clearing Services, LLCJul 2022 to Dec 2025
- Southern New Hampshire UniversityFeb 2022 to Mar 2024
- Northside Hospital CherokeeJan 2020 to Jul 2022
- Kennesaw State UniversityMay 2019 to May 2022
- Wells Fargo Bank, NADec 2016 to Dec 2025
- Georgia HighlandsMay 2016 to May 2018
- Comfort SuitesJan 2016 to Jan 2019
- McdonaldsApr 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7606816
- Firm CRD
- 7691