Jonathan R Nazario

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

• 03/2010 → 01/2020
  Jp Morgan Securities Llc
  Ridgewood, NY
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 01/2020 → 07/2026
  Jpmorgan Chase Bank
  Jackson Heights, NY
• 08/2026 → Present
  Bank Of America, N.A.
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-04-24
• S63 Uniform Securities Agent State Law Examination
  2015-05-08

Other Names

• Jonathan R Nazario
• Jonathan Nazario
• Jonathan Ricardo Nazario