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Jack Henry Hoelzer

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA

New Canaan, CT

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-01
TX RA APPROVED 2021-12-10
NY RA APPROVED 2021-12-04
CT RA APPROVED 2021-11-10
  • CA RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2021-12-10
  • NY RA
    APPROVED
    Since 2021-12-04
  • CT RA
    APPROVED
    Since 2021-11-10

Branch Locations

555 California St, San Francisco, CA 94104 • United States

2 Pine St, New Canaan, CT 06840 • 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
Bank Of America Merrill Lynch White Plains NY 06/2020 08/2020
Capital Partners Norwalk CT 06/2019 08/2020
Stanwich Country Club Greenwich CT 06/2018 08/2018
Woodway Country Club Darien CT 06/2017 08/2017
Middlebury College Middlebury VT 09/2017 05/2021
New Canaan High School New Canaan CT 08/2013 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kisco NY 07/2021 Present
Bank Of America, N.A. Kisco NY 09/2021 Present
  • 06/2020 → 08/2020
    Bank Of America Merrill Lynch
    White Plains, NY
  • 06/2019 → 08/2020
    Capital Partners
    Norwalk, CT
  • 06/2018 → 08/2018
    Stanwich Country Club
    Greenwich, CT
  • 06/2017 → 08/2017
    Woodway Country Club
    Darien, CT
  • 09/2017 → 05/2021
    Middlebury College
    Middlebury, VT
  • 08/2013 → 05/2017
    New Canaan High School
    New Canaan, CT
  • 07/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Kisco, NY
  • 09/2021 → Present
    Bank Of America, N.A.
    Kisco, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2021-11-08

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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