Jared C. Hannah
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- UnemployedJun 2022 to Aug 2022
- Sage Life Senior LivingJun 2021 to Aug 2021
- Sage Life Senior LivingMay 2020 to Aug 2020
- Sage Life Senior LivingJun 2019 to Aug 2019
- Bentley UniversityAug 2018 to May 2022
- Sage Life Senior LivingJun 2018 to Aug 2018
- UnemployedSep 2017 to May 2018
- Sage Life Senior LivingJun 2017 to Aug 2017
- Hannah's CarpentryJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7608563
- Firm CRD
- 7691