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Jesse P Kahn

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alexandria, VA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-24
VA RA APPROVED 2023-01-05
  • TX RA
    APPROVED_RES
    Since 2023-01-24
  • VA RA
    APPROVED
    Since 2023-01-05

Branch Locations

1900 Duke St, Alexandria, VA 22314 • 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
Nylife Securities Llc Bethesda MD 01/2018 03/2019
New York Life Insurance Bethesda MD 09/2017 03/2019
Unemployed North Potomac MD 06/2017 09/2017
University Of South Carolina Columbia SC 06/2011 05/2017
Citigroup Potomac MD 04/2019 01/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 01/2023 Present
Bank Of America, N.A. Alexandria VA 02/2023 Present
  • 01/2018 → 03/2019
    Nylife Securities Llc
    Bethesda, MD
  • 09/2017 → 03/2019
    New York Life Insurance
    Bethesda, MD
  • 06/2017 → 09/2017
    Unemployed
    North Potomac, MD
  • 06/2011 → 05/2017
    University Of South Carolina
    Columbia, SC
  • 04/2019 → 01/2023
    Citigroup
    Potomac, MD
  • 01/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Alexandria, VA
  • 02/2023 → Present
    Bank Of America, N.A.
    Alexandria, VA
Previous Registrations
  • 2019-05-06 → 2023-01-04
    Citigroup Global Markets Inc.
    Miami, FL
    Chicago, IL
    Washington, DC
    Gloucester, VA
    Potomac, MD
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Fort Mill, SC
    San Antonio, TX
    Chicago, IL
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-01
S63 Uniform Securities Agent State Law Examination 2018-05-31
  • S65 Uniform Investment Adviser Law Examination
    2019-05-01
  • S63 Uniform Securities Agent State Law Examination
    2018-05-31
Other Names
  • Jesse Kahn

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

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