# Jonathan R Chance

Jonathan R Chance is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 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) | 2022-11-17 | present | Yes |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2021-11-10 | 2022-09-21 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2017-10-12 | 2020-03-27 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2016-03-15 | 2017-10-05 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2009-02-05 | 2014-04-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5105597)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5105597.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.