Stasie Jones

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

• 12/2019 → 07/2024
  Jpmorgan Chase Bank Na
  New York, NY
• 12/2019 → 07/2024
  Jpmorgan Securities Llc
  New York, NY
• 01/2019 → 10/2019
  Suffolk Federal Credit Union
  Riverhead, NY
• 06/2016 → 10/2019
  Bts, Inc
  New York, NY
• 01/2017 → 11/2017
  Strategic Outsourcing, Inc
  New York, NY
• 09/2019 → 10/2019
  Strategic Outsourcing, Inc
  New York, NY
• 11/2019 → 12/2019
  Unemployment
  Huntington, NY
• 06/2024 → 11/2024
  Pruco Securities, Llc.
  Syracuse, NY
• 08/2024 → 01/2025
  The Prudential Insurance Company Of America
  Syracuse, NY
• 11/2024 → 01/2025
  Lpl Enterprise, Llc
  Syracuse, NY
• 02/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 04/2025 → Present
  Bank Of America, N.A.
  Melville, NY

Previous Registrations

• 2024-11-14 → 2025-01-27
  Lpl Enterprise, Llc
  Syracuse, NY
• 2024-07-18 → 2024-11-14
  Pruco Securities, Llc.
  Syracuse, NY
• 2021-01-26 → 2024-07-12
  J.P. Morgan Securities Llc
  Greenvale, NY
  Garden City, NY
  New Hyde Park, NY

Other Businesses

I*3729265, Entity Type: Entity For Profit, Name of OBA: A STOIC LIFE LLC, Address: Gouverneur, New York, 13642, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 02/16/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: writing & product creation,Creative endeavors I*3921265, Entity Type: Entity For Profit, Name of OBA: Letip Mount Sinai, Address: Port Jefferson Station, New York, 11776, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 03/23/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Secretary of the board responsible for meeting notes, taking attendance, and noting upcoming events. This is a business networking group for the purpose of promoting the business growth of members.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-12

Other Names

• Stasie Lamana Godson
• Stasie Godson
• Stasie Lamana Tillman
• Stasie Tillman
• Stasie Jones
• Stasie L. Jones