Richard Wayne Jarbeck
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 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
18 years in the industry.
- Bank of America, N.A.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to now
- DoordashMay 2025 to now
- First National Bank of PennsylvaniaFeb 2025 to May 2025
- Fedex ExpressJan 2025 to Mar 2025
- Bob Bell AutomotiveNov 2024 to Jan 2025
- UnemployedSep 2024 to Nov 2024
- Wells Fargo BankJan 2024 to Sep 2024
- Citibank, N.A.Jul 2023 to Jan 2024
- Mcdonald'sMay 2023 to May 2023
- Tj's Pizzeria and CateringApr 2023 to Jul 2023
- Uber EatsMar 2023 to May 2023
- Patelco Credit UnionAug 2022 to Mar 2023
- FedexFeb 2022 to Aug 2022
- AmazonJan 2022 to Jan 2022
- UnemployedMay 2021 to Feb 2022
- Middlesex County CollegeJan 2021 to May 2021
- Middlesex County CollegeJan 2020 to May 2020
- New Brunswick Adult Learning CenterNov 2019 to Nov 2019
- Mcdonald'sJun 2019 to Feb 2021
- Sayreville Public School DistrictSep 2008 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8126410
- Firm CRD
- 7691