Jason Moises Chanchavac morales
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.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- Bank of America MerrillJul 2024 to Jan 2025
- Year Up UnitedMar 2024 to Jan 2025
- Cvs Health Distribution CenterDec 2022 to Mar 2024
- Dave's Fresh MarketplaceFeb 2022 to Nov 2022
- UnemployedJul 2021 to Feb 2022
- AmazonJan 2021 to Jul 2021
- Auntie AnnesAug 2020 to Oct 2020
- Northeast ElectricalJul 2020 to Aug 2020
- Pcta High SchoolSep 2019 to Jul 2020
- Serendipiity GourmetMar 2019 to Aug 2019
- Pcta High SchoolSep 2018 to Mar 2019
- Uncle Tonys Pizza & PastaJun 2018 to Jul 2018
- Red Wing Diner IncApr 2018 to Jun 2018
- Providence Career Technical AcademySep 2017 to Jun 2021
- Delsesto Middle SchoolJan 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7944720
- Firm CRD
- 7691