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Jonathan Henry Stilley

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bend, OR

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-06
TX RA APPROVED 2023-02-23
  • CA RA
    APPROVED
    Since 2025-06-06
  • TX RA
    APPROVED
    Since 2023-02-23

Branch Locations

755 Sw Bonnett Way, Bend, OR 97702 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 01/2020 Present
Enterprise Holdings Llc Bend OR 01/2018 01/2020
Unemployed Mount Vernon IN 04/2017 01/2018
Festers Bar And Grill Mount Vernon IN 05/2016 04/2017
Bank Of America, N.A. Ogden UT 11/2022 Present
  • 01/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Ogden, UT
  • 01/2018 → 01/2020
    Enterprise Holdings Llc
    Bend, OR
  • 04/2017 → 01/2018
    Unemployed
    Mount Vernon, IN
  • 05/2016 → 04/2017
    Festers Bar And Grill
    Mount Vernon, IN
  • 11/2022 → Present
    Bank Of America, N.A.
    Ogden, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2023-02-10
Other Names
  • Jonathan Stilley

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. · Bend, OR

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