Jose Alejandro Parson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- UnemployedFeb 2026 to May 2026
- Charles Schwab & Co., Inc.Jul 2024 to Feb 2026
- UnemployedMay 2024 to Jul 2024
- Northwestern MutualMay 2023 to May 2024
- UnemployedJul 2022 to May 2023
- Aro Truck Services LLCJul 2021 to Jul 2022
- Language Line SolutionsAug 2020 to Jul 2021
- Discount TireJan 2020 to Aug 2020
- UnemployedAug 2018 to Jan 2020
- Cactus Flats RestaurantAug 2017 to Aug 2018
- University of Texas At El PasoAug 2014 to May 2024
- UnemployedJul 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 7729553
- Firm CRD
- 7691