Jordan Lee Welter

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-07-18
TX	RA	APPROVED	2024-06-18
ID	RA	APPROVED	2024-04-29

WA RA
APPROVED

Since 2025-07-18
TX RA
APPROVED

Since 2024-06-18
ID RA
APPROVED

Since 2024-04-29

Branch Locations

30 E Wellesley Ave, Spokane, WA 99207 • United States

357 W Canfield Ave, Coeur D Alene, ID 83815 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Coeur D Alene	ID	11/2022	Present
Lanzce Douglass Properties	Spokane	WA	04/2020	11/2022
Go Green.ENterprises	Spokane	WA	05/2016	04/2020
Office Depot	Spokane	WA	11/2015	10/2016
Bank Of America, N.A.	Coeur D Alene	ID	04/2024	Present

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Coeur D Alene, ID
04/2020 → 11/2022

Lanzce Douglass Properties

Spokane, WA
05/2016 → 04/2020

Go Green.ENterprises

Spokane, WA
11/2015 → 10/2016

Office Depot

Spokane, WA
04/2024 → Present

Bank Of America, N.A.

Coeur D Alene, ID

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-21

S66 Uniform Combined State Law Examination

2023-11-21

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Exams

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