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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Jason Marcieski

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GREENSBURG, PA

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Search this name across graphsid dfx:ria:331d8b2d-17e8-45c1-55e9-af097d986c74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 16, 2022
First registration: Jun 3, 2003
Dual registered: yes, broker-dealer
Other names: JASON JOSEPH MARCIESKI
IAPD individual key: 3217336

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 11, 2024	n/a	yes	GREENSBURG, PA	Current employment
VICUS CAPITAL, INC.	Independent wealth	May 9, 2023	Sep 24, 2024	no	Grove City, PA	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Dec 22, 2011	Mar 19, 2013	no	SAN ANTONIO, TX\|INDIANA, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jan 1, 2004	Dec 12, 2011	no	BLAIRSVILLE, PA\|INDIANA, PA\|INDIANA, PA\|PITTSBURGH, PA\|PITTSBURGH, PA	Previous registration
J.J.B. HILLIARD, W.L. LYONS, LLC	Former SEC adviser	Jun 3, 2003	Jan 1, 2004	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VICUS CAPITAL, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 24, 2024	Nov 11, 2024	48	Firm change	RIA to wirehouse
INVESTMENT PROFESSIONALS, INC.	VICUS CAPITAL, INC.	Mar 19, 2013	May 9, 2023	3,703	Firm change after gap	Other
PNC WEALTH MANAGEMENT	INVESTMENT PROFESSIONALS, INC.	Dec 12, 2011	Dec 22, 2011	10	Firm change	Other
J.J.B. HILLIARD, W.L. LYONS, LLC	PNC WEALTH MANAGEMENT	Jan 1, 2004	Jan 1, 2004	0	Bulk transfer	Other

Relationships

Registered with (5)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Nov 11, 2024 to presentfactForm ADV
→ VICUS CAPITAL, INC.Registered adviserregistration: previous registration
May 9, 2023 to Sep 24, 2024factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Dec 22, 2011 to Mar 19, 2013factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 1, 2004 to Dec 12, 2011factForm ADV
→ J.J.B. HILLIARD, W.L. LYONS, LLCRegistered adviserregistration: previous registration
Jun 3, 2003 to Jan 1, 2004factForm ADV

Dated events

Occurred
Sep 24, 2024
Advisor changed firm
Jason Marcieski left Vicus Capital, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-11-11)
Form ADVobserved 4 days ago