# Jeffrey D Fontes

Jeffrey D Fontes is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | present | Yes |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-12-03 | 2009-10-23 | — |
| [IFMG SECURITIES, INC.](https://search.stillhousedata.com/firm/14416) | 2004-10-28 | 2004-12-10 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2003-04-29 | 2004-10-26 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 1997-01-17 | 2002-12-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2398315)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2398315.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.