Terrance Rhett 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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 10/2023 → Present
  The District & Blue Room
  Providence, RI
• 01/2021 → 07/2023
  Nova Farms
  Attleboro , MA
• 01/2018 → 01/2021
  Hope Artist Village
  Pawtucket , RI
• 01/2016 → 01/2018
  Bravo Restaurant
  Providence, RI

Other Businesses

I*: 4519341 Entity Type: For Profit Name of the other business: The District Whether the business is investment-related Non investment-related Address of the other business: Providence, Rhode Island Title, or relationship with the other business: Employee Start date of your relationship: 10/01/2023 Approximate number of hours/month you devote to the other business: 6 hrs wkly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Part time employment for sufficient income. Tending to customers in a hospitality setting. Building relationships, deescalating conflicts, upselling.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-28

Other Names

• Terrance R Jones