Best Investors Account Sign in

Deirdre Jones

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA

Duluth, GA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-15
TX RA APPROVED 2024-11-18
NJ RA APPROVED 2024-11-06
  • PA RA
    APPROVED
    Since 2025-12-15
  • TX RA
    APPROVED
    Since 2024-11-18
  • NJ RA
    APPROVED
    Since 2024-11-06

Branch Locations

1600 Jfk Blvd, Philadelphia, PA 19103 • United States

2170 Satellite Blvd Retirement & Personal Wealth Solutions, Duluth, GA 30097 • 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
Transamerica Investors Securities Corporation Phoenix AZ 09/2013 04/2017
Transamerica Retirement Solutions Phoenix AZ 09/2012 04/2017
Financial Engines Phoenix AZ 04/2017 11/2017
Not Employed Phoenix AZ 11/2017 08/2018
The Boeing Company Phoenix AZ 08/2018 03/2021
Voya Financial Advisors Mesa AZ 04/2021 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 07/2024 Present
  • 09/2013 → 04/2017
    Transamerica Investors Securities Corporation
    Phoenix, AZ
  • 09/2012 → 04/2017
    Transamerica Retirement Solutions
    Phoenix, AZ
  • 04/2017 → 11/2017
    Financial Engines
    Phoenix, AZ
  • 11/2017 → 08/2018
    Not Employed
    Phoenix, AZ
  • 08/2018 → 03/2021
    The Boeing Company
    Phoenix, AZ
  • 04/2021 → Present
    Voya Financial Advisors
    Mesa, AZ
  • 07/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-27
S63 Uniform Securities Agent State Law Examination 2021-07-27
  • S66 Uniform Combined State Law Examination
    2024-09-27
  • S63 Uniform Securities Agent State Law Examination
    2021-07-27
Other Names
  • Deirdre Jones Morton
  • Deirdre P. Jones
  • Deirdre Jones Morton

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor