Jonathan Velasquez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- Equitable Advisors, LLCOct 2025 to Feb 2026
- UnemployedDec 2024 to Oct 2025
- Midpoint Technology GroupDec 2023 to Dec 2024
- Tiktok UsdsApr 2023 to Dec 2023
- Medstar Health-hh Medstar HealthDec 2020 to Dec 2024
- University of Maryland Global CampusAug 2020 to Aug 2022
- Home Depot IncMay 2020 to Sep 2020
- Gardens Ice House Limited PartnershMar 2020 to Dec 2020
- UnemployedFeb 2020 to Nov 2020
- Tri State Ice Management LLCOct 2019 to Mar 2020
- Alliance Executive SearchSep 2018 to May 2019
- Montgomery ParksFeb 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8145921
- Firm CRD
- 7691