Jake Gusler
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- Brew MoversFeb 2025 to Sep 2025
- Winthrop UniversityAug 2024 to Sep 2025
- Carolina TikiMay 2024 to Aug 2024
- Nc State UniversityAug 2021 to Jul 2024
- Monroe UniversityAug 2020 to Jul 2021
- UnemployedJan 2019 to Jul 2020
- Unc CharlotteJan 2018 to Dec 2018
- HomeschoolAug 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8169498
- Firm CRD
- 7691