Jacob Roman Greer
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Dell TechnologiesNov 2024 to Feb 2026
- Florida Financial Advisors dba Tristate Financial AdvisorsJul 2024 to Oct 2024
- AmerenMay 2023 to Aug 2023
- Lm Services CorporationMay 2022 to Aug 2022
- Lodging Hospitality ManagementMay 2022 to Aug 2022
- Campus Bar and GrillJan 2022 to Jun 2024
- University of MissouriAug 2020 to May 2024
- UnemployedAug 2020 to Jan 2022
- Waterway CarwashMay 2018 to Aug 2019
- Fortels Pizza DenSep 2017 to Mar 2018
- Webster Groves High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7953820
- Firm CRD
- 7691