UBS Financial Services
47yrs
Top advisor for experience at UBS Financial Services
45yrs
Jon MARK Vilmar
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience45 years (since 1982)
How that compares ?Top 1% for experience in Dallas
Office5910 N Central Expy, Dallas, TX 75206
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- 1987 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Jon
How do I contact Jon?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Jon MARK Vilmar. Jon works from the Dallas, TX office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1982, about 45 years. Top 1% for experience in Dallas.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jon for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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