Jeffrey Page
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
21 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
21 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- W&s Brokerage ServicesAug 2023 to now
- Western and Southern LifeJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- FedexAug 2022 to Apr 2023
- Bob Louis-cinlawnJun 2022 to Aug 2022
- Marietta CollegeAug 2021 to Jun 2022
- Bob Louis-cinlawnMay 2021 to Aug 2021
- Marietta CollegeAug 2020 to May 2021
- Bob Louis-cinlawnMay 2020 to Aug 2020
- Marietta CollegeAug 2019 to May 2020
- Bob Louis-cinlawnMay 2019 to Aug 2019
- Marietta CollegeAug 2018 to May 2019
- Monroe High SchoolAug 2005 to May 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 1 state (OH).
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
- 7799018
- Firm CRD
- 7691