Jonathan Eric Kass

Jonathan Eric Kass is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 30 years of industry experience and 31 years of reported work history. Reported roles include Bank of America, NA.

SEC disclosures list additional business and community activities: I; : 2404273entity Type: Charitable Name Of Oba: Syracuse University Whitman School Of Mgt Parents Council Address: Syracuse: The primary focus of the council is to support the sustained excellence of the whitman school; The pac, as an advisory council, does not include voting requirements; 4693283 Entity Type: N/a Name Of Oba: Jayden Kass Irr Trust Address: Katonah; 4693284 Entity Type: N/a Name Of Oba: Jonah Kass Irr Trust Address: Katonah; 4714268 Entity Type: Fiduciary Role Name Of Oba: J: E k; Ttee a; 4715267 Entity Type: Fiduciary Role Name Of Oba: J: E k; Ttee a.

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, 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, Educational Seminars or Workshops.