Isaac Francisco Cerpa

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

• 12/2017 → 05/2019
  Jp Morgan Securities Llc
  Dallas, TX
• 12/2015 → 12/2017
  Bank Of America Na
  Dallas, TX
• 12/2017 → 05/2019
  Jpmorgan Chase Bank
  Dallas, TX
• 05/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 05/2019 → Present
  Bank Of America, N.A.
  Dallas, TX

Other Businesses

I*3760313, Entity Type: Entity Charitable, Name of OBA: Re-Bloom Creative Reuse, Address: Duncanville, Texas, 75116, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 02/12/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I will serve in the advisory council but not have access to the funds of the organization.To receive art supply donations and make them available to people who can not normally afford the supplies. It is a non-profit

Exams

• S66 Uniform Combined State Law Examination
  2019-07-29
• S63 Uniform Securities Agent State Law Examination
  2018-02-09

Other Names

• Isaac Cerpa
• Isaac Francisco Cerpa