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Jason Michael Wills

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-17
  • TX RA
    APPROVED
    Since 2019-04-17

Branch Locations

1 Cowboys Way, Frisco, TX 75034 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 08/2017 Present
Bank Of America, N.A. Mckinney TX 08/2017 Present
Powerplay Fitness Dallas TX 03/2017 08/2017
Tan Dallas Dallas TX 05/2012 08/2017
Optum Richardson TX 10/2016 12/2016
Mass Mutual Dallas TX 10/2015 12/2016
  • 08/2017 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Plano, TX
  • 08/2017 → Present
    Bank Of America, N.A.
    Mckinney, TX
  • 03/2017 → 08/2017
    Powerplay Fitness
    Dallas, TX
  • 05/2012 → 08/2017
    Tan Dallas
    Dallas, TX
  • 10/2016 → 12/2016
    Optum
    Richardson, TX
  • 10/2015 → 12/2016
    Mass Mutual
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-16
  • S66 Uniform Combined State Law Examination
    2019-04-16
Other Names
  • Jason Wills

View on SEC IAPD

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WAYMAKER PARTNERS, LLC
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CG ADVISORY SERVICES
CLAIRALPHA ADVISORS LLC
TRIAD WEALTH PARTNERS, LLC

Other Investors

Raymond Michiel McClure
VICTOR JAMES MCCLURE
Logan Mikel Wakumoto
STEVEN LEWIS RINGO
CHARLES GLEN DANIEL
DIOSELINA G RAMIREZ
RAOUL P SHROFF
CHRISTOPHER KEITH HUGGINS

Other Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX
WAYMAKER PARTNERS, LLC · FRISCO, TX
RBC CAPITAL MARKETS, LLC · Frisco, TX
CG ADVISORY SERVICES · Frisco, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX

More in Frisco, TX

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