Jack Harrison Ashkinaze
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- UnemployedAug 2022 to Nov 2022
- BeforeiponetworkJun 2021 to Aug 2022
- UpsNov 2020 to Jan 2021
- Srip LawMay 2020 to Aug 2020
- UpsNov 2019 to Jan 2020
- Glen Ridge Board of EducationJun 2019 to Jun 2019
- University of VermontAug 2018 to May 2022
- Glen Ridge Board of EducationJun 2018 to Aug 2018
- Glen Ridge High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7667756
- Firm CRD
- 7691