Jonathon Condren
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.
Jonathon Condren is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wylie, TX, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 4 firms, including LPL Financial LLC and Tiaa-cref Individual & Institutional Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
7 states and territories
Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma, Texas
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.
- Turner IndustriesJun 2017 – Dec 2018Houston, TX
- VallenMay 2019 – Jan 2021Houston/Dallas, TX
- Power Home RemodelingJan 2021 – Apr 2021Dallas, TX
- Charles SchwabMay 2021 – Sep 2021Dallas, TX
- Fidelity InvestmentsNov 2021 – Dec 2022Dallas, TX
- AbekaAug 2014 – May 2017Dallas, TX
- Vanguard Marketing CorporationJan 2023 – Jan 2024Dallas, TX
- Fidelity Brokerage Services LLCNov 2021 – Jun 2022Dallas, TX
- TIAAFeb 2024 – Sep 2024Frisco, TX
- Tiaa-cref Individual & Institutional Services, LLCFeb 2024 – Sep 2024Frisco, TX
- LPL Financial LLC / Strategic Wealth PartnersSep 2024 – Feb 2026Plano, TX
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2026 – no end date reportedWylie, TX
- SGS North America IncJan 2019 – Apr 2019Houston, TX
- Bank of America, N.A.Apr 2026 – no end date reportedWylie, TX
Official records & sources
Data as of June 28, 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. Jonathon Condren 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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