Jayden Shea Mcdougal
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Fidelity InvestmentsAug 2023 to Jul 2024
- The Junction Cottages & TownhomesSep 2021 to Mar 2022
- Texas A&m UniversityAug 2020 to May 2023
- Stonebriar Country ClubJun 2020 to Aug 2020
- Blinn CollegeAug 2019 to May 2020
- Collin CollegeAug 2018 to Jul 2019
- North ItaliaJun 2017 to Aug 2023
- Frisco High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7799958
- Firm CRD
- 7691