Jessica Faye Walton
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.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Phalanx Family ServicesJun 2025 to Sep 2025
- American Family Life Assurance CompanyJul 2024 to Jan 2026
- Phalanx Family ServicesJun 2024 to Sep 2024
- Kimco InternationalFeb 2024 to Dec 2025
- UnemployedDec 2023 to Jan 2024
- Siebert Williams Shank & Co., LLCJul 2023 to Nov 2023
- Phalanx Family ServicesJun 2022 to Sep 2022
- Siebert Williams Shank & Co., LLCJun 2022 to Jul 2022
- Cisco SystemsJun 2021 to Aug 2021
- Phalanx Family ServicesFeb 2021 to Aug 2021
- Chipotle Mexican GrillSep 2020 to May 2021
- Hampton UniversityAug 2019 to May 2023
- UnemployedJun 2019 to Aug 2019
- Marian Catholic High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7789902
- Firm CRD
- 7691