AdFi
JR

Jonathan Rowe Greer

Investment Adviser Representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wellesley Hills, MACRD #2450093Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
46 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 46 states
ArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisIndianaIowaKansasKentuckyMaineMarylandMassachusettsMichiganMinnesotaMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/2/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 2/25/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 9/24/2009
Series 7
General Securities Representative Examination
Passed 12/21/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/27/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Merrill Lynch, Pierce, Fenner & Smith Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
3/1/2016Wellesley Hills, MA
MORGAN STANLEY SMITH BARNEY LLC
6/1/200912/31/2009Wellesley, MA
MORGAN STANLEY & CO. INCORPORATED
4/2/20076/1/2009Wellesley, MA
MORGAN STANLEY
10/6/20064/2/2007Wellesley, MA
MERRILL LYNCH PIERCE FENNER & SMITH INC.
9/10/199710/11/2006Boston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Rowe Greer 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.

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