DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jermeir Lechet Jackson Stroud
Merrill Lynch, Pierce, Fenner & Smith IncorporatedwirehousePeachtree City, Gadual registrantIAPD 6830672
Feed of 09/14/2026
Also filed as Jermeir L Stroud
At current firm
0 y
since Aug 20, 2026
In the industry
15 y
since Nov 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Aug 20, 2026 · Peachtree City, Ga
- Fifth Third Securities, Inc. BD affiliatedOct 22, 2025 to Jul 31, 2026 · Milton, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 27, 2022 to Oct 6, 2025 · Douglasville, Ga
- Voya Investment Management Co. LLC asset managerJun 23, 2022 to Aug 24, 2022 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Fifth Third Securities, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jul 31, 2026, registered Aug 20, 2026 (20 days) · Affiliated broker-dealer or bank to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fifth Third Securities, Inc.left Oct 6, 2025, registered Oct 22, 2025 (16 days) · Wirehouse to affiliated broker-dealer or bank
- Voya Investment Management Co. LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 24, 2022, registered Sep 27, 2022 (34 days) · Other
Signals
- Jermeir Lechet Jackson Stroud left Fifth Third Securities, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-08-20)Jul 31, 2026 · Advisor changed firm · fact
- Jermeir Lechet Jackson Stroud left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fifth Third Securities, Inc. (registered 2025-10-22)Oct 6, 2025 · Advisor changed firm · fact
- Jermeir Lechet Jackson Stroud left Voya Investment Management Co. Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-09-27)Aug 24, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address