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Jason R Patterson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wellesley Hills, MA

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-30
  • CT RA
    APPROVED
    Since 2026-07-30

Branch Locations

45 William St, Wellesley Hills, MA 02481 • United States

One Bryant Park, New York, NY 10036 • 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 Wellesley Hills MA 04/2026 Present
Medway High School Medway MA 09/2016 08/2020
Encompass Fitness Millis MA 01/2019 03/2020
University Of New Hampshire Durham NH 08/2020 05/2024
Liquor World Medway MA 05/2021 08/2021
Spencer Technologies Medway MA 05/2022 08/2022
Unemployed Medway MA 06/2024 03/2026
Bank Of America, N.A. Wellesley Hills MA 06/2026 Present
  • 04/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Wellesley Hills, MA
  • 09/2016 → 08/2020
    Medway High School
    Medway, MA
  • 01/2019 → 03/2020
    Encompass Fitness
    Millis, MA
  • 08/2020 → 05/2024
    University Of New Hampshire
    Durham, NH
  • 05/2021 → 08/2021
    Liquor World
    Medway, MA
  • 05/2022 → 08/2022
    Spencer Technologies
    Medway, MA
  • 06/2024 → 03/2026
    Unemployed
    Medway, MA
  • 06/2026 → Present
    Bank Of America, N.A.
    Wellesley Hills, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29
Other Names
  • Jake R Patterson

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WELLESLEY HILLS, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
RAYMOND JAMES & ASSOCIATES, INC. · Wellesley, MA
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J.D. CAPITAL PARTNERS LLC · WELLESLEY, MA
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