Jerl Lee Mccasland
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
19 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
19 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Wizards Sports CafeJun 2021 to now
- Dicks Sporting GoodsOct 2022 to Feb 2023
- The University of North TexasAug 2021 to May 2024
- United Texas Credit UnionJun 2021 to Oct 2021
- Weatherford CollegeAug 2019 to Sep 2021
- Slidell IsdAug 2007 to May 2021
Exams passed
- 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
- 7977262
- Firm CRD
- 7691