Jackie Lynn Boesman
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.
- Bank of America, N.A.Jan 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to now
- Quicken LoansSep 2018 to Jun 2019
- Dynamic BdcOct 2017 to Feb 2018
- UnemployedAug 2017 to Oct 2017
- University of Maryland Global CampusJul 2017 to Mar 2022
- Child Development CenterAug 2015 to Aug 2017
- University of Maryland Global CampusAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7667705
- Firm CRD
- 7691