John Michael Freeman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.ANov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- UnemployedMay 2025 to Sep 2025
- Bankers LifeJul 2024 to May 2025
- Smoke House MarketMay 2024 to Jun 2024
- Smyth and the LoyalistDec 2023 to Jan 2024
- RiverOct 2022 to Jul 2024
- University of AlabamaAug 2021 to May 2025
- Ruth's ChrisJun 2021 to Jun 2023
- TopgolfJul 2018 to Jun 2021
- Westminster Christian AcademyJul 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 8169376
- Firm CRD
- 7691