Jonathan Robert Schmitt

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-06-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mount Laurel	NJ	04/2026	Present
Jpmorganchase	Columbus	OH	06/2025	08/2025
Charles Boehm Middle School	Yardley	PA	04/2016	06/2018
Pennsbury High School	Fairless Hills	PA	06/2018	06/2022
West Chester University	West Chester	PA	08/2022	06/2025
West Chester University	West Chester	PA	08/2025	04/2026
New Century Financial Group	Princeton	NJ	05/2024	08/2025
Bank Of America, N.A.	Mount Laurel	NJ	06/2026	Present

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Laurel, NJ
06/2025 → 08/2025

Jpmorganchase

Columbus, OH
04/2016 → 06/2018

Charles Boehm Middle School

Yardley, PA
06/2018 → 06/2022

Pennsbury High School

Fairless Hills, PA
08/2022 → 06/2025

West Chester University

West Chester, PA
08/2025 → 04/2026

West Chester University

West Chester, PA
05/2024 → 08/2025

New Century Financial Group

Princeton, NJ
06/2026 → Present

Bank Of America, N.A.

Mount Laurel, NJ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-05
S63	Uniform Securities Agent State Law Examination	2025-05-29