Emma Kathryn Jones

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

• 05/2026 → Present
  Bank Of America, N.A.
  Austin, TX
• 08/2025 → 02/2026
  J.P. Morgan Securities Llc
  Austin, TX
• 05/2024 → 02/2026
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 02/2019 → 05/2023
  Nationwide Mortgage
  Austin, TX
• 01/2020 → 12/2022
  Emma Jones
  Lubbock, TX
• 10/2021 → 12/2021
  Kerybey Lane Cafe
  San Marcos, TX
• 09/2019 → 01/2021
  Top Golf
  Austin, TX
• 11/2023 → 03/2024
  Barton Associates
  Austin, TX
• 08/2015 → 01/2019
  Unemployed
  Austin, TX
• 06/2023 → 10/2023
  Unemployed
  Austin, TX
• 04/2024 → 04/2024
  Unemployed
  Austin, TX
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 12/2017 → 12/2021
  Mclennan Community College
  Waco, TX
• 01/2022 → 05/2023
  Texas State University
  San Marcos, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-06-05
• S63 Uniform Securities Agent State Law Examination
  2025-11-13

Other Names

• Emma Jones
• Emma Kathryn Jones
• Emma K Jones