Jaden S Witte-schrock
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Bates College Department of PoliticsJan 2024 to May 2024
- Bates College Center for Purposeful WorkSep 2023 to May 2024
- Whole FoodsJul 2023 to Aug 2023
- Cooper Street CapitalJun 2023 to Aug 2023
- Sachem StrategiesMay 2022 to Aug 2022
- Packard Dierking LLCJun 2021 to Dec 2022
- Bates College Harward Center for Community PartnershipsFeb 2021 to Apr 2022
- United States SenateFeb 2021 to May 2021
- Bates CollegeAug 2020 to May 2024
- Warren, Carlson, & Moore LLPAug 2018 to Sep 2022
- Gary A Jacobs & AssociatesFeb 2018 to Apr 2018
- Niwot High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7950522
- Firm CRD
- 7691