Jackson Schmitt
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- Charles Schwab & Co., Inc.Jul 2023 to Apr 2024
- Trinity UniversityAug 2021 to May 2023
- Doordash IncorporatedAug 2020 to Jul 2023
- Vi-jon IncorporatedMay 2020 to Jul 2020
- Full-time EducationAug 2019 to May 2020
- Lou Fusz Concession StandFeb 2018 to Aug 2019
- Full-time EducationJul 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7731009
- Firm CRD
- 7691