Jeremy S Russell
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
6 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
12 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Capo FcMar 2024 to Aug 2024
- Self- EmployedDec 2023 to Oct 2024
- Seattle Celtic FcJul 2023 to Feb 2024
- UnemployedApr 2023 to Jul 2023
- Jimmy JohnsSep 2022 to Mar 2023
- NordstromAug 2022 to Nov 2022
- Aesthetics Inc.Oct 2021 to Jul 2022
- Jimmy JohnsSep 2021 to Jul 2022
- Pro Golf DiscountMay 2019 to Jun 2019
- Clemson UniversityAug 2018 to May 2022
- University of WashingtonSep 2017 to Jun 2018
- Interlake High SchoolNov 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 6 states (GA, NC, SC, TX, VA, WA).
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
- 8003273
- Firm CRD
- 7691