Jonathan Gharis

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	The Woodlands	TX	06/2019	04/2020
University Heights Baptist Church	Huntsville	TX	08/2018	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	The Woodlands	TX	03/2018	06/2018
John Paul Ll High School	Plano	TX	06/2015	08/2017
Sam Houston State University	Huntsville	TX	08/2015	05/2019
Carolina Creek Christian Camps	Huntsville	TX	07/2018	08/2018
Bank Of America, N. A.	The Woodlands	TX	07/2019	04/2020
Bernstein Private Wealth Management	Houston	TX	04/2020	03/2021
Fidelity Investments	Houston	TX	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2019 → 04/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Woodlands, TX
08/2018 → 05/2019

University Heights Baptist Church

Huntsville, TX
03/2018 → 06/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Woodlands, TX
06/2015 → 08/2017

John Paul Ll High School

Plano, TX
08/2015 → 05/2019

Sam Houston State University

Huntsville, TX
07/2018 → 08/2018

Carolina Creek Christian Camps

Huntsville, TX
07/2019 → 04/2020

Bank Of America, N. A.

The Woodlands, TX
04/2020 → 03/2021

Bernstein Private Wealth Management

Houston, TX
05/2021 → Present

Fidelity Investments

Houston, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-27