Jason Carrol Rowe

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 06/2011 → Present
  Bank Of America,N.A.
  Williamsburg, VA

Other Businesses

I*2795264, Entity Type: , Name of OBA: MLPF& S CUST FPO G A R IRA FBO G A R, Address: Urbanna, Virginia, 23175, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/27/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3968265, Entity Type: , Name of OBA: J C R TTEE E W R TTEE U/A DTD 03/13/2009 , Address: Urbanna, Virginia, 23175, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/09/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  1998-11-20

Other Names

• Jason Carroll Rowe
• Jason C Rowe