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Sarah Jongeward

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA

Portage, MI

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-02
MI RA APPROVED 2022-10-11
TX RA APPROVED_RES 2013-03-19
  • CA RA
    APPROVED
    Since 2025-09-02
  • MI RA
    APPROVED
    Since 2022-10-11
  • TX RA
    APPROVED_RES
    Since 2013-03-19

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • United States

750 Trade Centre Way, Portage, MI 49002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park CA 11/2008 Present
Bank Of America, N.A. Menlo Park CA 02/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-04
  • S66 Uniform Combined State Law Examination
    2009-03-04
Other Names
  • Sarah Elizabeth Jongeward
  • Sarah Elizabeth Jongeward
  • Sarah Elizabeth Jongeward
  • Sarah E Jongeward

View on SEC IAPD

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