Jonathan Arledge
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.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- UnemployedJun 2025 to Mar 2026
- Amman UnitedFeb 2025 to Jun 2025
- Al NajmaDec 2024 to Feb 2025
- UnemployedJun 2024 to Dec 2024
- Csm OradeaNov 2023 to Jun 2024
- UnemployedJun 2023 to Nov 2023
- Goyang Carrot JumpersJan 2023 to Jun 2023
- Samsung ThunderDec 2022 to Jan 2023
- Lebanon National TeamAug 2022 to Nov 2022
- Fc Porto BasketAug 2021 to Jun 2022
- Peristeri BasketAug 2020 to Jun 2021
- Guelph NighthawksJun 2020 to Aug 2020
- Cholet BasketAug 2019 to Jun 2020
- Ventspils BasketAug 2018 to Jun 2019
- Piacenza BasketAug 2017 to Jun 2018
- Latina BasketAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8246153
- Firm CRD
- 7691