Michael Macmillan Jones
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
24 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
24 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- UnemployedJan 2025 to Jun 2025
- Appalachian State UniversityAug 2024 to Dec 2024
- CaptrustJun 2024 to Aug 2024
- Speckled TroutJan 2024 to May 2024
- UnemployedAug 2021 to Jan 2024
- Blowing Rock Country ClubAug 2020 to Oct 2020
- Carolina Landmark RealtyJul 2019 to Aug 2021
- UnemployedAug 2018 to Aug 2020
- LiatJun 2018 to Aug 2018
- UnemployedApr 2002 to Jun 2018
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
- 8126354
- Firm CRD
- 7691