Julian Alexander Jordan
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.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Bank of AmericaMay 2025 to Jun 2026
- United States Department of AgricultureAug 2024 to Mar 2025
- CopartOct 2023 to Aug 2024
- UnemployedJul 2023 to Oct 2023
- Michael KorsNov 2022 to Jul 2023
- Snipes Formally Known As Jimmy JazzMay 2021 to Jul 2023
- UnemployedAug 2019 to May 2021
- Cmc SteelJun 2019 to Aug 2019
- Commercial Metals CompanyJun 2019 to Jul 2019
- Bailey Foods Inc/ SubwayDec 2017 to Apr 2018
- UnemployedJan 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8305479
- Firm CRD
- 7691