Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-02
CA RA APPROVED 2024-09-05
  • TX RA
    APPROVED
    Since 2025-01-02
  • CA RA
    APPROVED
    Since 2024-09-05

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • 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
Morgan Stanley San Mateo CA 08/2022 09/2024
Jaris Inc. Burlingame CA 06/2021 08/2021
Merrill Lynch - Bank Of America Menlo Park CA 07/2020 01/2021
Pomona College Claremont CA 09/2018 05/2022
Serra High School San Mateo CA 08/2014 05/2018
Compass Real Estate San Mateo CA 06/2019 08/2019
Morgan Stanley Private Bank, N.A New York NY 01/2023 09/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 09/2024 Present
Unemployed Burlingame CA 06/2018 08/2018
Next Level Sporting San Mateo CA 01/2017 06/2023
Bank Of America, N.A. Palo Alto CA 12/2024 Present
  • 08/2022 → 09/2024
    San Mateo, CA
  • 06/2021 → 08/2021
    Jaris Inc.
    Burlingame, CA
  • 07/2020 → 01/2021
    Merrill Lynch - Bank Of America
    Menlo Park, CA
  • 09/2018 → 05/2022
    Pomona College
    Claremont, CA
  • 08/2014 → 05/2018
    Serra High School
    San Mateo, CA
  • 06/2019 → 08/2019
    Compass Real Estate
    San Mateo, CA
  • 01/2023 → 09/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2024 → Present
    Palo Alto, CA
  • 06/2018 → 08/2018
    Unemployed
    Burlingame, CA
  • 01/2017 → 06/2023
    Next Level Sporting
    San Mateo, CA
  • 12/2024 → Present
    Bank Of America, N.A.
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-08
  • S66 Uniform Combined State Law Examination
    2022-11-08
Other Names
  • Jack Roburt Damelio
  • Jack R Damelio
  • Jack Damelio

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor