Jonathan Myles Mccain
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 yearsExperience
1 stateRegistered 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
7 years in the industry.
- Bank of America, N.A.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to now
- Ameriprise Financial ServicesMar 2023 to Aug 2023
- Sagility, LLCJan 2019 to Oct 2023
- Blue Star Innovation PartnersAug 2016 to Dec 2018
- Southern Methodist UniversityAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7706523
- Firm CRD
- 7691