Jose Alejandro Parson

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 02/2026 → 05/2026
  Unemployed
  El Paso, TX
• 08/2019 → 05/2024
  University Of Texas At El Paso
  El Paso, TX
• 06/2026 → Present
  Bank Of America, N.A.
  El Paso, TX
• 05/2023 → 05/2024
  Northwestern Mutual
  El Paso, TX
• 07/2014 → 08/2017
  Unemployed
  El Paso, TX
• 08/2017 → 08/2018
  Cactus Flats Restaurant
  El Paso, TX
• 08/2014 → 05/2024
  University Of Texas At El Paso
  El Paso, TX
• 05/2024 → 07/2024
  Unemployed
  El Paso, TX
• 01/2020 → 08/2020
  Discount Tire
  El Paso, TX
• 08/2020 → 07/2021
  Language Line Solutions
  Monterey, CA
• 07/2021 → 07/2022
  Aro Truck Services Llc
  El Paso, TX
• 08/2018 → 01/2020
  Unemployed
  El Paso, TX
• 07/2022 → 05/2023
  Unemployed
  El Paso, TX
• 07/2024 → 02/2026
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-02-09
• S63 Uniform Securities Agent State Law Examination
  2025-01-08

Other Names

• Jose A Parson
• Jose Parson Avila
• Alex Parson
• Jose Alejandro Parson