Jillian Beksinski
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- Hofstra UniversitySep 2024 to now
- Rinx Inc.Sep 2019 to now
- Fidelity InvestmentsSep 2024 to Jul 2025
- UnemployedAug 2022 to Jun 2023
- UnemployedAug 2021 to Jun 2022
- Bentley UniversitySep 2020 to May 2024
- UnemployedMay 2020 to Jun 2021
- Freeport Tax and ServicesSep 2019 to May 2020
- UnemployedSep 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7987584
- Firm CRD
- 7691