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Annalisa Jaquez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

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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 2026-07-20
  • CA RA
    APPROVED
    Since 2026-07-20

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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 Chandler AZ 05/2024 Present
Xome/Mr. Cooper Littleton CO 03/2018 10/2019
Assured Title Agency Denver CO 04/2016 04/2018
Self-Employed/Unemployed Mesa AZ 11/2019 05/2024
Globelife Liberty National Division Tempe AZ 05/2023 11/2023
Bank Of America, N.A. Chandler AZ 08/2026 Present
  • 05/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 03/2018 → 10/2019
    Xome/Mr. Cooper
    Littleton, CO
  • 04/2016 → 04/2018
    Assured Title Agency
    Denver, CO
  • 11/2019 → 05/2024
    Self-Employed/Unemployed
    Mesa, AZ
  • 05/2023 → 11/2023
    Globelife Liberty National Division
    Tempe, AZ
  • 08/2026 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-17
S63 Uniform Securities Agent State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2026-07-17
  • S63 Uniform Securities Agent State Law Examination
    2025-02-28
Other Names
  • Annalisa Jaquez Perfetto

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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