Jackson Bennette
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
23 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
23 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- Charles Schwab & Co., IncJun 2023 to Sep 2024
- ExperisJan 2023 to Jun 2023
- Alpha Squared CapitalAug 2021 to Aug 2022
- One Stop NutritionJun 2020 to Jan 2023
- Arizona State UniversityAug 2019 to May 2023
- Full-time EducationJun 2003 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7726607
- Firm CRD
- 7691