Jeffrey Terry is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-04-05 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2023-06-12 | 2024-04-01 | — |