William N Jordan
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 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to Jun 2024
- Bounce Social HouseJan 2022 to Jun 2023
- Full-time EducationAug 2021 to Jan 2022
- North Orlando Holding IncMay 2021 to Sep 2021
- Pat's Liquor Leaf & WineMay 2021 to Aug 2021
- Full-time EducationMar 2021 to May 2021
- Clickable ImpactJan 2021 to Mar 2021
- Full-time EducationJul 2020 to Jan 2021
- Bento Asian KitchenJan 2020 to Jul 2020
- University of Central FloridaAug 2019 to May 2023
- Full-time EducationJul 2019 to Jan 2020
- Moe's Southwest GrillMay 2017 to Oct 2019
- Full-time EducationAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7730971
- Firm CRD
- 7691