Jonathan Murillo puno
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- JpmorganchaseDec 2024 to Mar 2026
- Prestige Employee Administrators LLCOct 2024 to Dec 2024
- UnemployedJul 2024 to Oct 2024
- Austin CoinsJun 2023 to Jul 2024
- High Rise Fire and Security/scutum GroupJul 2022 to Jun 2023
- Total Fire ProtectionSep 2019 to Jul 2022
- UnemployedJun 2019 to Aug 2019
- Bank of AmericaApr 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8245928
- Firm CRD
- 7691