Jaime Rodolfo Court

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

• 10/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 02/2012 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*471920 Entity Type: For Profit Name of OBA: Casas del Toqui, S.A. Address: Requinoa, , Chile Investment Related: No Position, Title, Association: Director Employee Start Date: 11/05/2010 Number of Hours: 24, Yearly Number of Hours during trading: 0 Duties: Fine wine maker. Director

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-01
• S63 Uniform Securities Agent State Law Examination
  1989-02-10