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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 2026-05-11
FL RA APPROVED 2026-02-27
  • TX RA
    APPROVED
    Since 2026-05-11
  • FL RA
    APPROVED
    Since 2026-02-27

Branch Locations

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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
The University Of Central Florida Orlando FL 12/2020 06/2021
Advus Financial Partners Lake Mary FL 08/2021 12/2021
The University Of Central Florida Orlando FL 10/2023 11/2023
Pacific Asian Bistro St Augustine FL 12/2017 07/2018
The University Of Central Florida Orlando FL 07/2021 08/2021
Fidelity Investments Jacksonville FL 05/2024 01/2026
Unemployed St Augustine FL 02/2024 05/2024
The University Of Central Florida Orlando FL 08/2018 12/2023
Allen D. Nease Highschool Ponte Vedra FL 03/2017 12/2017
Doordash Inc. Orlando FL 08/2020 12/2020
The University Of Central Florida Orlando FL 02/2020 08/2020
Sun Protection Of Florida Orlando FL 04/2023 10/2023
Allen D. Nease Highschool Ponte Vedra FL 02/2016 05/2018
The University Of Central Florida Orlando FL 07/2018 01/2020
Donovan'S Irish Pub St Augustine FL 02/2016 03/2017
Island Wing Company Orlando FL 01/2020 02/2020
Mateer & Harbert, Pa Orlando FL 05/2022 12/2022
The University Of Central Florida Orlando FL 12/2021 05/2022
Universal Orlando Orlando FL 06/2021 07/2021
The University Of Central Florida Orlando FL 08/2022 04/2023
United States Tennis Association Orlando FL 11/2023 02/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2026 Present
Bank Of America, N.A. Jacksonville FL 02/2026 Present
  • 12/2020 → 06/2021
    The University Of Central Florida
    Orlando, FL
  • 08/2021 → 12/2021
    Advus Financial Partners
    Lake Mary, FL
  • 10/2023 → 11/2023
    The University Of Central Florida
    Orlando, FL
  • 12/2017 → 07/2018
    Pacific Asian Bistro
    St Augustine, FL
  • 07/2021 → 08/2021
    The University Of Central Florida
    Orlando, FL
  • 05/2024 → 01/2026
    Fidelity Investments
    Jacksonville, FL
  • 02/2024 → 05/2024
    Unemployed
    St Augustine, FL
  • 08/2018 → 12/2023
    The University Of Central Florida
    Orlando, FL
  • 03/2017 → 12/2017
    Allen D. Nease Highschool
    Ponte Vedra, FL
  • 08/2020 → 12/2020
    Doordash Inc.
    Orlando, FL
  • 02/2020 → 08/2020
    The University Of Central Florida
    Orlando, FL
  • 04/2023 → 10/2023
    Sun Protection Of Florida
    Orlando, FL
  • 02/2016 → 05/2018
    Allen D. Nease Highschool
    Ponte Vedra, FL
  • 07/2018 → 01/2020
    The University Of Central Florida
    Orlando, FL
  • 02/2016 → 03/2017
    Donovan'S Irish Pub
    St Augustine, FL
  • 01/2020 → 02/2020
    Island Wing Company
    Orlando, FL
  • 05/2022 → 12/2022
    Mateer & Harbert, Pa
    Orlando, FL
  • 12/2021 → 05/2022
    The University Of Central Florida
    Orlando, FL
  • 06/2021 → 07/2021
    Universal Orlando
    Orlando, FL
  • 08/2022 → 04/2023
    The University Of Central Florida
    Orlando, FL
  • 11/2023 → 02/2024
    United States Tennis Association
    Orlando, FL
  • 01/2026 → Present
    Jacksonville, FL
  • 02/2026 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2024-09-04
Other Names
  • Jake V Perna
  • Jake Perna

View on SEC IAPD

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