Jameson Smith (CRD# 7692959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has 1 year of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Shaker Heights, OH | Jan 2023 - Current | 1 |
| Bank Of America N.a. | Shaker Heights, OH | Jan 2023 - Current | 1 |
| Unemployed | Aurora, OH | Dec 2022 - Jan 2023 | < 1 |
| Golden Reserve | Dublin, OH | Jul 2022 - Nov 2022 | < 1 |
| Unemployed | Aurora, OH | Jun 2022 - Jul 2022 | < 1 |
| Rocket Pro Real Estate | Cleveland, OH | Apr 2018 - May 2022 | 4 |
| Sheetz, Inc. | Twinsburg, OH | Jul 2019 - Feb 2021 | 1 |
| Rocket Mortgage | Cleveland, OH | May 2015 - Apr 2018 | 2 |
| United States Army | Ravenna, OH | Jan 2008 - Dec 2015 | 7 |
| Dillards, Inc. | Beachwood, OH | Aug 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
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