Adviser and broker representative · Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jarred A. Miller
CRD 7927150 · Peabody, MA
At a glance
Jarred A. Miller is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peabody, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jarred’s SEC record dates to 2024, about 2 years ago. Jarred is also registered as a broker representative.
Current advisory firm
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSince October 2024Peabody, MA · $1.78T in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jarred’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.