Donald K. Jones

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith
  Boston, MA
• 10/2014 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2008-11-28 → 2010-08-02
  Fiduciary Trust International, Llc
  Lincoln, MA
• 2006-07-19 → 2007-11-02
  F L Putnam Investment Management Co.
  Lynnfield, MA

Other Businesses

I*2227398, Entity Type: Entity Charitable, Name of OBA: The Boston Foundation, Address: Boston, Massachusetts, 02116, Investment Related: N, Position, Title, Association: Other, Employee State Date: 03/24/2025, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: We help the foudation think about ways to engage the professional community of Boston in its philanthropic efforts

Exams

• S66 Uniform Combined State Law Examination
  2010-12-01
• S65 Uniform Investment Adviser Law Examination
  2006-07-05

Designations

• Chartered Financial Analyst

Other Names

• Donald K Jones