Jonathan Deutsch

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2019 → 01/2020
  Brookdale Community College
  Marlboro, NJ
• 09/2025 → 05/2026
  Unemployed
  Commack, NY
• 08/2022 → 09/2025
  Deloitte
  New York, NY
• 08/2018 → 05/2022
  University Of Maryland - College Park
  College Park, MD
• 09/2014 → 06/2018
  Marlboro High School
  Marlboro, NJ
• 01/2022 → 05/2022
  Impulse City
  Hyattsville, MD
• 09/2021 → 11/2021
  Northwestern Mutual
  College Park, MD
• 07/2021 → 08/2021
  Jnk Securities
  Englishtown, NJ
• 06/2021 → 07/2021
  Partners For Development
  Silver Spring, MD
• 01/2021 → 04/2021
  Ripplematch
  College Park, MD
• 05/2020 → 08/2020
  Woopa Holdings
  Marlboro, NJ
• 06/2026 → Present
  Bank Of America, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29

Other Names

• Jonathan Deutsch
• Jonathan Shalom Deutsch