Jake Vincent Perna
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jake Vincent Perna is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Strategic Advisers LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 140
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE University OF Central FloridaDec 2020 – Jun 2021Orlando, FL
- Advus Financial PartnersAug 2021 – Dec 2021Lake Mary, FL
- THE University OF Central FloridaOct 2023 – Nov 2023Orlando, FL
- Pacific Asian BistroDec 2017 – Jul 2018St Augustine, FL
- THE University OF Central FloridaJul 2021 – Aug 2021Orlando, FL
- Fidelity InvestmentsMay 2024 – Jan 2026Jacksonville, FL
- UnemployedFeb 2024 – May 2024St Augustine, FL
- THE University OF Central FloridaAug 2018 – Dec 2023Orlando, FL
- Allen D. Nease HighschoolMar 2017 – Dec 2017Ponte Vedra, FL
- Doordash Inc.Aug 2020 – Dec 2020Orlando, FL
- THE University OF Central FloridaFeb 2020 – Aug 2020Orlando, FL
- SUN Protection OF FloridaApr 2023 – Oct 2023Orlando, FL
- Allen D. Nease HighschoolFeb 2016 – May 2018Ponte Vedra, FL
- THE University OF Central FloridaJul 2018 – Jan 2020Orlando, FL
- Donovan's Irish PUBFeb 2016 – Mar 2017St Augustine, FL
- Island WING CompanyJan 2020 – Feb 2020Orlando, FL
- Mateer & Harbert, PAMay 2022 – Dec 2022Orlando, FL
- THE University OF Central FloridaDec 2021 – May 2022Orlando, FL
- Universal OrlandoJun 2021 – Jul 2021Orlando, FL
- THE University OF Central FloridaAug 2022 – Apr 2023Orlando, FL
- United States Tennis AssociationNov 2023 – Feb 2024Orlando, FL
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 – no end date reportedJacksonville, FL
- Bank of America, N.A.Feb 2026 – no end date reportedJacksonville, FL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jake Vincent Perna has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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