Jill Dailey, financial advisor Indianapolis IN

Jill Dailey

CRD Number: 5509918
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jill Dailey (CRD# 5509918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 15 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis, IN Oct 2021 - Current 2
Royal Alliance Carmel, IN Mar 2019 - Sep 2021 2
American United Life Indianapolis, IN Dec 2017 - Mar 2019 1
Oneamerica Securities Indianapolis, IN Dec 2017 - Mar 2019 1
Edward Jones Greenfield, IN Apr 2016 - Dec 2017 1
Metlife Securities Indianapolis, IN Apr 2014 - Apr 2016 2
Indiana Wesleyan University Indianapolis, IN Jun 2007 - Dec 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Jill A. Dailey
Phone Number: 800-637-7455
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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