Jackson Rolston Smith
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Cavu SecuritiesJun 2023 to Aug 2023
- Semper Capital ManagementJun 2022 to Aug 2022
- Genie Car WashJun 2021 to Aug 2021
- Lsu Museum of ArtMar 2021 to Dec 2023
- Louisiana State UniversityAug 2020 to May 2024
- FavorMar 2020 to Aug 2020
- Modern Market EateryJun 2017 to Nov 2017
- Westlake High SchoolAug 2016 to May 2020
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
- 7991703
- Firm CRD
- 7691