Shannon Lee Barnwell

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

• 09/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Daytona Beach, FL
• 09/2009 → Present
  Bank Of America, N.A.
  Daytona Beach, FL

Previous Registrations

• 2003-07-01 → 2005-09-27
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL
• 1999-08-23 → 2003-07-01
  Prudential Equity Group, Llc
  Daytona Beach, FL

Other Businesses

I*1787262, Entity Type, Name of OBA: Rental Property 1 Address: Ormond Beach, Florida, 32174 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 04/10/2024 No Hours: 1 No Hours during trading: 0 Duties: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-24
• S63 Uniform Securities Agent State Law Examination
  1999-10-13

Other Names

• Shannon Lee Jenkins