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Jonathan G Dupre

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA

Boston, MA

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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 2023-08-10
TX RA APPROVED 2023-08-07
  • CA RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED
    Since 2023-08-07

Branch Locations

555 California St, San Francisco, CA 94104 • United States

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • 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 Boston MA 06/2021 Present
Bny Mellon Boston MA 08/2019 06/2021
Full-Time Education Hamden CT 04/2011 07/2019
Morgan Stanley Boston MA 09/2018 11/2018
Quinnipiac University Hamden CT 08/2015 05/2019
  • 06/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 08/2019 → 06/2021
    Bny Mellon
    Boston, MA
  • 04/2011 → 07/2019
    Full-Time Education
    Hamden, CT
  • 09/2018 → 11/2018
    Morgan Stanley
    Boston, MA
  • 08/2015 → 05/2019
    Quinnipiac University
    Hamden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-06
  • S66 Uniform Combined State Law Examination
    2023-08-06
Other Names
  • Jonathan Dupre

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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