Emma Kathryn Jones
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- J.P. Morgan Securities LLCAug 2025 to Feb 2026
- JPMorgan Chase Bank, N.A.May 2024 to Feb 2026
- UnemployedApr 2024 to Apr 2024
- Barton AssociatesNov 2023 to Mar 2024
- UnemployedJun 2023 to Oct 2023
- Texas State UniversityJan 2022 to May 2023
- Kerybey Lane CafeOct 2021 to Dec 2021
- Emma JonesJan 2020 to Dec 2022
- Top GolfSep 2019 to Jan 2021
- Nationwide MortgageFeb 2019 to May 2023
- Mclennan Community CollegeDec 2017 to Dec 2021
- UnemployedAug 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8151500
- Firm CRD
- 7691