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Fran Jones

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Suwanee, GA

Alpharetta, GA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-26
GA RA APPROVED 2022-05-11
  • TX RA
    APPROVED_RES
    Since 2022-05-26
  • GA RA
    APPROVED
    Since 2022-05-11

Branch Locations

Suwanee, GA • United States

10000 Avalon Blvd, Alpharetta, GA 30009 • 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
Ameriprise Financial Services, Llc Roswell CA 09/2019 03/2022
Princeton Education Foundation Princeton NJ 09/2014 09/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 03/2022 Present
Ariana Home Furnishings And Design Cumming GA 03/2018 01/2019
William Sonoma, Inc Braselton GA 10/2017 02/2018
Bank Of America, N.A. Atlanta GA 07/2024 Present
  • 09/2019 → 03/2022
    Ameriprise Financial Services, Llc
    Roswell, CA
  • 09/2014 → 09/2019
    Princeton Education Foundation
    Princeton, NJ
  • 03/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Atlanta, GA
  • 03/2018 → 01/2019
    Ariana Home Furnishings And Design
    Cumming, GA
  • 10/2017 → 02/2018
    William Sonoma, Inc
    Braselton, GA
  • 07/2024 → Present
    Bank Of America, N.A.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-04
S63 Uniform Securities Agent State Law Examination 2000-11-08
S65 Uniform Investment Adviser Law Examination 1995-08-07
  • S66 Uniform Combined State Law Examination
    2020-11-04
  • S63 Uniform Securities Agent State Law Examination
    2000-11-08
  • S65 Uniform Investment Adviser Law Examination
    1995-08-07
Other Names
  • Fran Mcintosh
  • Fran Mcintosh
  • Fran Mcintosh Jones
  • Fran M Jones

View on SEC IAPD

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