Jackson Paul Stewart
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 IncorporatedJul 2025 to now
- Indiana UniversitySep 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Aug 2024
- UBSJun 2023 to Aug 2023
- Monterey Coastal CuisineMay 2022 to Jan 2025
- Kelley School of Business At Indiana UniversityAug 2021 to May 2025
- Bub's Burgers & Ice CreamMay 2019 to Dec 2021
- Carmel High SchoolAug 2018 to May 2021
- Singapore American SchoolAug 2017 to May 2018
- Stamford American International SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7750305
- Firm CRD
- 7691