Nathaniel E Jarrett

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

• 02/2013 → 02/2017
  Ubs
  Charlotte, NC
• 02/2017 → 12/2018
  Raymond James & Associates
  Oklahoma City, OK
• 12/2018 → 08/2019
  Raymond James & Associates, Inc.
  San Antonio, TX
• 08/2019 → 04/2025
  Rbc Capital Markets, Llc.
  Glastonbury, CT
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Previous Registrations

• 2019-08-12 → 2025-04-29
  Rbc Capital Markets, Llc
  Atlanta, GA
  Denver, CO
  Glastonbury, CT
  Montville, CT
• 2017-02-22 → 2019-08-15
  Raymond James & Associates, Inc.
  Oklahoma City, OK
  San Antonio, TX
• 2013-11-08 → 2017-02-24
  Ubs Financial Services Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2013-11-08

Other Names

• Nate Edward Jarrett
• Nathaniel Edward Jarrett
• Nathaniel E Jarrett