Jack Dudley Brown
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 IncorporatedJul 2026 to now
- Pure Incubation VenturesJun 2023 to Aug 2023
- Morgan Stanley Smith Barney LLCAug 2022 to Jul 2026
- Worker's CompensationJun 2021 to Jun 2023
- Essex County ClubMay 2021 to Jun 2021
- Boston CollegeAug 2020 to Dec 2024
- Golf GalaxyJan 2020 to Aug 2020
- Myopia Hunt ClubMay 2019 to Jun 2021
- Valley Hockey LeagueDec 2018 to Nov 2019
- Primary EducationJan 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7614959
- Firm CRD
- 7691