Jordan A Wamsley
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Feb 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- Western Governors UniversityJun 2018 to now
- US Army ReserveMar 2012 to now
- Go1Feb 2022 to Jun 2022
- CohleyAug 2021 to Feb 2022
- Lucid SoftwareNov 2020 to Jul 2021
- MarketstarJan 2019 to Nov 2020
- TrugolfAug 2017 to Dec 2018
- Diesel Power GearFeb 2017 to Aug 2017
- Intermountain Health CareApr 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7665634
- Firm CRD
- 7691