# JASON S RICH

JASON S RICH is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROCKEFELLER FINANCIAL LLC](https://search.stillhousedata.com/firm/291361) | 2021-03-22 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-02-20 | 2019-04-26 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2009-05-11 | 2012-12-20 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-04-16 | 2009-05-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4217660)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4217660.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.