Jeremiah D Vires
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- WillscotApr 2025 to Jul 2025
- Actioncoach Central OhioJul 2024 to Apr 2025
- Lexisnexis (part of Relx)Apr 2020 to Jul 2024
- RevlocalAug 2019 to Apr 2020
- Itw Food Equipment GroupJun 2017 to Jul 2019
- Arlt & CompanyMar 2016 to Jun 2017
- Ohio State UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8073044
- Firm CRD
- 7691