Jackson Daniel Garrett

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

• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 11/2015 → 06/2017
  J.L. Long Middle School
  Dallas, TX
• 06/2017 → 08/2017
  Unemployed
  Dallas, TX
• 08/2017 → 06/2021
  Woodrow Wilson High School
  Dallas, TX
• 06/2018 → 06/2021
  Lakewood Country Club
  Dallas, TX
• 06/2021 → 08/2021
  Unemployed
  Dallas, TX
• 08/2021 → 05/2025
  Louisiana State University
  Baton Rouge, TX
• 06/2024 → 08/2024
  Koia
  Dallas, TX
• 05/2025 → 10/2025
  Unemployed
  Dallas, TX
• 09/2022 → 01/2023
  Direct Buy Home Improvement
  Baton Rouge, LA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-19

Other Names

• Jackson Daniel Garrett