Jason Stone Rowett

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Claim This Profile

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-10-25
MD	RA	APPROVED	2017-10-24

TX RA
APPROVED_RES

Since 2017-10-25
MD RA
APPROVED

Since 2017-10-24

Branch Locations

11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • 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

Organization	City	State	From	To
Bank Of New York Mellon	Owings Mills	MD	08/2015	07/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	07/2017	Present
Bank Of America, N.A.	Hunt Valley	MD	10/2023	Present

08/2015 → 07/2017

Bank Of New York Mellon

Owings Mills, MD
07/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
10/2023 → Present

Bank Of America, N.A.

Hunt Valley, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-17
S63	Uniform Securities Agent State Law Examination	2014-08-20

S66 Uniform Combined State Law Examination

2017-10-17
S63 Uniform Securities Agent State Law Examination

2014-08-20

Other Names

Jason S Rowett
Jason Rowett

View on SEC IAPD

Other Firms

BAY HARBOR WEALTH MANAGEMENT, LLC

ABS CAPITAL PARTNERS, INC.

GROFF WEALTH MANAGEMENT

MONUMENTAL WEALTH, LLC

BUSH RIVER TRUST, LLC

OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

More in Hunt Valley, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor