Jamie M Hoch
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
24 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
24 years in the industry.
- Bank of America N.A.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- UltrazoneDec 2019 to Jul 2020
- WawaNov 2019 to Dec 2019
- Bob BellJul 2019 to Aug 2019
- Cummings and Company RealtorsNov 2018 to Nov 2022
- Cummings and CompanyNov 2018 to Oct 2022
- Bob BellMay 2017 to Nov 2018
- Redbeard's CcgApr 2016 to Feb 2019
- Redbeard's Collectable Cards and GamesApr 2016 to Feb 2019
- UltrazoneAug 2002 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7656185
- Firm CRD
- 7691