Jackson Woods

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

• 08/2024 → 05/2026
  Florida Financial Advisors Dba Georgia Financial Advisors
  Atlanta, GA
• 05/2023 → 05/2024
  The Blue Room
  Statesboro, GA
• 05/2023 → 08/2023
  Awnings Above
  Duluth, GA
• 07/2016 → 12/2018
  Unemployed
  Alpharetta, GA
• 09/2020 → 04/2023
  Unemployed
  Alpharetta, GA
• 10/2025 → 05/2026
  Trinity Wealth Securities, Llc
  Atlanta, GA
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 01/2019 → 08/2020
  Milton Scratch Fresh Llc
  Alpharetta, GA
• 08/2026 → Present
  Bank Of America, N.A.
  Atlanta, GA

Previous Registrations

• 2024-08-26 → 2026-05-12
  Florida Financial Advisors, Llc
  Atlanta, GA
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-25
• S65 Uniform Investment Adviser Law Examination
  2024-08-12

Other Names

• Jackson Woods
• Jackson Tyler Woods