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Jake Remolona
Jake Tyler Remolona
CRD#: 7427430
IA
Investment Adviser
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Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 555 CAPITOL MALL
SACRAMENTO, CA 95814
Registration History
2021202220232024202520262 FIRMS2024 - Present (<1 year)BEQUITABLE ADVISORS, LLC (CRD# 6627)2021 - 2024 (2 years)IAEQUITABLE ADVISORS, LLC (CRD# 6627)2022 - 2024 (2 years)
Disclosure(s)
View By:
1/23/2023
Customer Dispute
Denied
License(s)

State Registrations

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California 7/2/2024

IA
California 7/2/2024

SRO Registrations

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Cboe BYX Exchange, Inc.

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Cboe BZX Exchange, Inc.

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Cboe Exchange, Inc.

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FINRA

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Nasdaq Stock Market

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New York Stock Exchange

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
555 CAPITOL MALL, SACRAMENTO, CA 95814
Registered with this firm since 7/2/2024

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
555 CAPITOL MALL, SACRAMENTO, CA 95814
Registered with this firm since 7/2/2024

Previous Registration(s)
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02/02/2022 - 06/04/2024 EQUITABLE ADVISORS, LLC (CRD#:6627) FOLSOM, CA
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10/27/2021 - 06/04/2024 EQUITABLE ADVISORS, LLC (CRD#:6627) FOLSOM, CA
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.