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Jack Sumner Chisholm

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-07
NY RA APPROVED 2026-01-05
SC RA APPROVED 2026-01-05
NJ RA APPROVED 2025-10-27
  • FL RA
    APPROVED
    Since 2026-01-07
  • NY RA
    APPROVED
    Since 2026-01-05
  • SC RA
    APPROVED
    Since 2026-01-05
  • NJ RA
    APPROVED
    Since 2025-10-27

Branch Locations

100 Campus Dr, Florham Park, NJ 07932 • United States

One Bryant Park, New York, NY 10036 • 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 Florham Park NJ 07/2025 Present
College Of Charleston Charleston NJ 08/2021 07/2025
Worthview Capital Nashville TN 06/2024 08/2024
Unemployed Bernardsville NJ 04/2010 06/2024
The Goodkind Group Llc Nashville TN 07/2021 08/2021
Bank Of America, N.A. Florham Park NJ 01/2026 Present
  • 07/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Florham Park, NJ
  • 08/2021 → 07/2025
    College Of Charleston
    Charleston, NJ
  • 06/2024 → 08/2024
    Worthview Capital
    Nashville, TN
  • 04/2010 → 06/2024
    Unemployed
    Bernardsville, NJ
  • 07/2021 → 08/2021
    The Goodkind Group Llc
    Nashville, TN
  • 01/2026 → Present
    Bank Of America, N.A.
    Florham Park, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24

View on SEC IAPD

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Other Offices

WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
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AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
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