Jeremiah Figueroa

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

• 04/2016 → 09/2016
  Accesso
  Agawam, MA
• 01/2017 → 01/2018
  Mcdonalds
  Springfield, MA
• 10/2016 → 01/2017
  Unemployed
  Springfield, MA
• 01/2018 → 05/2022
  Big Y Foods
  West Springfield, MA
• 06/2022 → 07/2022
  Red Rose Pizza
  Springfield, MA
• 06/2021 → 07/2021
  Enterprise Rent A Car
  Windsor Locks, CT
• 07/2022 → 05/2023
  Fidelity Investments Llc
  Smithfield, RI
• 09/2014 → 06/2018
  High School
  Springfield, MA
• 09/2018 → 06/2022
  Massachusetts College Of Liberal Arts
  North Adams, MA
• 05/2023 → 11/2024
  Citizens Securities Inc.
  Johnston, RI
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 03/2017 → 05/2017
  Sixflags
  Agawam, MA
• 11/2024 → Present
  Bank Of America, N.A.
  Providence, RI

Previous Registrations

• 2023-08-21 → 2024-11-11
  Citizens Securities, Inc.
  Johnston, RI
  West Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-18
• S63 Uniform Securities Agent State Law Examination
  2023-04-05