Jonathan Brummer

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Wellesley Hills, MA

Last updated 2026-10-10

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Jonathan Brummer is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA, CRD 5718347. Licenses and exams on the registration: Series 66. IAPD registration began 2010-07-20.

Registration

CRD number
5718347
Registration status
Active
IAPD registration
2010-07-20
Industry Experience
16 years
Work Experience
14 years
States registered
CT, IL, NH, TX

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2012-07 to 2017-04 · Massmutual Life Insurance Company · New York, NY
  • 2012-11 to 2017-04 · MML Investors Services, LLC · New York, NY
  • 2026-05 to Present · Bank of America, N.A. · Wellesley Hills, MA
  • 2017-04 to 2020-09 · Morgan Stanley · New York, NY
  • 2020-09 to 2026-05 · Wells Fargo Clearing Services, Llc. · Boston, MA
  • 2026-05 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Wellesley Hills, MA

Current employment

SEC IAPD record for Jonathan Brummer

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Regulatory AUM
$1,781,568,171,479
Registered advisors
25,565
Offices
5,327
Clients per advisor
71.9 (Moderate)
Average AUM per client
$968.8K (Low)
High-net-worth client ratio
28.4% (Moderate)

Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments

About

Jonathan Brummer is a CFP® financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 14 years of reported work history.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.

What this firm offers

Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer

Location

45 William St, Wellesley Hills, MA 02481

156 advisors at this office.

Merrill office in Wellesley Hills, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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