Madison J Stone

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

• 11/2020 → 03/2022
  Td Ameritrade
  Saint Louis, MO
• 03/2020 → 11/2020
  Homemaker
  Fairview Heights, IL
• 08/2015 → 03/2020
  Chavours Trucking
  Springfield, IL
• 04/2022 → 09/2022
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 09/2023 → 04/2025
  Thrivent Investment Management Inc
  St Louis, MO
• 09/2022 → 09/2023
  Homemaker
  O Fallon, IL
• 09/2023 → 04/2025
  Thrivent Financial
  Appleton, WI
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2025 → Present
  Bank Of America, N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-05-28
• S63 Uniform Securities Agent State Law Examination
  2021-04-29

Other Names

• Madison Jc Stone
• Madison Jc Stone
• Madison Stone
• Madison J. Stone
• Madison J Chavours
• Mady Jc Stone