Morgan Stanley
47yrs
Top advisor by experience in New York
26yrs
Eric John Jackson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience26 years (since 2001)
How that compares ?Top 21% by experience in New York
OfficeOne Bryant Park, New York, NY 10036
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 Combined State Law Examination
Career
- 2009 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- 2007 – 2009Banc of America Investment Services, Inc.Previously
- Oct 2004 – Apr 2006Banc of America Investment Services, Inc.Previously
- 2002 – 2004Quick & Reilly, Inc.Previously
Questions to ask Eric
Tailored to Eric’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Eric John Jackson. Eric works from the New York, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2001, about 26 years. Top 21% by experience in New York.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric 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 Eric 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.
Other advisors nearby
Oppenheimer &
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Marc Ronald Green
Financial advisor
1285 Avenue Of The Americas 15 Thru 18th Floors
New York, NY 10019
New York, NY 10019
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates