Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
32yrs
Michael Jerding
Financial advisor at Merrill
Based in Houston, Texas, Michael Jerding is a fiduciary financial advisor with 32 years of industry experience. Michael has been with Merrill since 2000. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience in Texas
Office5775 N Sam Houston Parkway W, Houston, TX 77086
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
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.
Career
- 2000 – nowMerrillCurrent firm
Contact Michael
Local office(281) 866-6300Ask for Michael. (800) 637-7455Main office · New York, NY 5775 N Sam Houston Parkway WHouston, TX 77086Office · Get directions
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Questions to ask Michael
Tailored to Michael’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?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (281) 866-6300 or the Merrill main office at (800) 637-7455, and ask for Michael Jerding.
How long has Michael been a financial advisor?
Michael has been in the industry since 1994, about 32 years. Top 11% by experience in Texas.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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