Jeffrey Ferrante

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2022-06-13

NH RA
APPROVED

Since 2022-06-13

Branch Locations

27 Main St, Andover, MA 01810 • 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 No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Andover	MA	10/1986	Present
Bank Of America, Na	Andover	MA	12/2009	Present

10/1986 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andover, MA
12/2009 → Present

Bank Of America, Na

Andover, MA

Other Businesses

I*1964267Entity Type: For ProfitName of OBA: J Fe dba J A Address:Newburyport MassachusettsInvestment Related:NoPosition, Title, Association:OwnerStart Date:09/02/202No Hours: 20 MonthlyNo Hours during trading:0Duties:Meditation Guide and Teacher Reiki Healer I*2578277, Entity Type: , Name of OBA: MRS R B F TOD BENEFICIARIES ON FILE , Address: Warwick, Rhode Island, 02889, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05/14/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-07-23
S63	Uniform Securities Agent State Law Examination	1987-01-21

S65 Uniform Investment Adviser Law Examination

1993-07-23
S63 Uniform Securities Agent State Law Examination

1987-01-21

Other Names

Jeffrey Anthony Ferrante

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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