Jack Fendley Stern
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- UnemployedMay 2026 to Jun 2026
- Michigan State UniversityAug 2025 to May 2026
- Jackson FinancialMay 2024 to Aug 2025
- Michigan State UniversityJan 2024 to May 2024
- Farpointe Wealth PartnersMay 2023 to Jan 2024
- Michigan State UniversityJul 2022 to May 2023
- Omni HotelMay 2022 to Jul 2022
- Michigan State UniversityAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Cold Stone CreameryOct 2020 to May 2021
- UnemployedMar 2020 to Oct 2020
- Chiloso Mexican BistroNov 2019 to Mar 2020
- UnemployedMay 2016 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 7743724
- Firm CRD
- 7691