James Granger Kress
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.Jul 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Bloomberg Industry GroupJan 2022 to Feb 2023
- QuestelFeb 2021 to Dec 2021
- Bearfoot VenturesJun 2020 to Jan 2021
- Kforce IncSep 2019 to Jun 2020
- Purple Strategies LLCJun 2018 to Aug 2018
- Miami UniversityAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7708189
- Firm CRD
- 7691