Michael Vashon 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

• 07/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Other Businesses

I*2227348, Entity Type: , Name of OBA: Middletown Upper 4 Majority Inspector, Address: Doylestown, Pennsylvania, 18901, Investment Related: N, Position, Title, Association: Poll/Election Worker, Employee State Date: 05/20/2025, No Hours: 50 Yearly, No Hours during Trading: 8 Yearly, Duties: work polls during election to ensure a smooth process I*4081290, Entity Type: , Name of OBA: Majority Inspector Middletown Township Upper 4, Address: Landhorne, Pennsylvania, 19047, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 11/03/2026, No Hours: 32 Yearly, No Hours during Trading: 16 Yearly, Duties: Required to assist the judge of elections open and close the polling location. Assist with counting the votes at the end of polling.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-22
• S63 Uniform Securities Agent State Law Examination
  1996-10-30

Other Names

• Michael V Jones