Jackson A Wall

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

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 05/2024 → 08/2024
  Taylor Transportation
  Baton Rouge, LA
• 05/2023 → 08/2023
  Group Contractors
  Baton Rouge, LA
• 05/2022 → 08/2022
  L'aUberge Hotel And Casino Resort
  Baton Rouge, LA
• 01/2015 → 05/2022
  High School And Middle School
  Baton Rouge, LA
• 08/2021 → Present
  Louisiana State University
  Baton Rouge, LA
• 12/2025 → Present
  Bank Of America, N.A.
  Baton Rouge, LA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-20

Other Names

• Jack Wall