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 2025-04-04
CA RA APPROVED 2025-02-03
  • TX RA
    APPROVED
    Since 2025-04-04
  • CA RA
    APPROVED
    Since 2025-02-03

Branch Locations

16192 Harbor Blvd, Fountain Valley, CA 92708 • 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 Newport Beach CA 10/2024 Present
University Of California, Irvine Irvine CA 09/2022 06/2024
Wells Fargo Irvine CA 12/2021 10/2023
Unemployed Irvine CA 09/2021 12/2021
Fenton Moving Costa Mesa CA 05/2021 10/2021
Orange Coast College Costa Mesa CA 01/2019 05/2022
Health Market Advisors Fort Lauderdale FL 09/2016 11/2018
Extended Travel Huntington NY 10/2014 09/2016
Unemployed Irvine CA 07/2024 09/2024
Ebo Pizza Operating Corp New Haven CA 12/2017 03/2018
Bank Of America, N.A. Newport Beach CA 12/2024 Present
  • 10/2024 → Present
    Newport Beach, CA
  • 09/2022 → 06/2024
    University Of California, Irvine
    Irvine, CA
  • 12/2021 → 10/2023
    Wells Fargo
    Irvine, CA
  • 09/2021 → 12/2021
    Unemployed
    Irvine, CA
  • 05/2021 → 10/2021
    Fenton Moving
    Costa Mesa, CA
  • 01/2019 → 05/2022
    Orange Coast College
    Costa Mesa, CA
  • 09/2016 → 11/2018
    Health Market Advisors
    Fort Lauderdale, FL
  • 10/2014 → 09/2016
    Extended Travel
    Huntington, NY
  • 07/2024 → 09/2024
    Unemployed
    Irvine, CA
  • 12/2017 → 03/2018
    Ebo Pizza Operating Corp
    New Haven, CA
  • 12/2024 → Present
    Bank Of America, N.A.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31
Other Names
  • Jonathan Izquierdo

View on SEC IAPD

More in Fountain Valley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor