Jules Todd Axelrod

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hilton Head, SC

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-06-03
FL	RA	APPROVED	2019-05-15
TX	RA	APPROVED_RES	2018-11-06
MD	RA	APPROVED	2010-06-28

SC RA
APPROVED

Since 2025-06-03
FL RA
APPROVED

Since 2019-05-15
TX RA
APPROVED_RES

Since 2018-11-06
MD RA
APPROVED

Since 2010-06-28

Branch Locations

Hilton Head, SC • United States

871 Venetia Bay Blvd, Venice, FL 34285 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Timonium	MD	06/2010	Present
Bank Of America,Na	Huntvalley	MD	10/2010	Present

06/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Timonium, MD
10/2010 → Present

Bank Of America,Na

Huntvalley, MD

Previous Registrations

2009-06-01 → 2010-07-23

Morgan Stanley

Hunt Valley, MD
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Hunt Valley, MD

Hunt Valley, MD
2005-02-25 → 2007-04-02

Morgan Stanley Dw Inc.

Hunt Valley, MD

Hunt Valley, MD
1997-05-27 → 2005-03-08

A. G. Edwards & Sons, Inc.

Bel Air, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-08-03
S63	Uniform Securities Agent State Law Examination	1992-06-11

S65 Uniform Investment Adviser Law Examination

1994-08-03
S63 Uniform Securities Agent State Law Examination

1992-06-11

Other Names

Jules Axelrod

View on SEC IAPD

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