Jeffrey D. Mccurry

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

• 08/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith
  Houston, TX
• 12/2009 → Present
  Bank Of America,Na
  Houston, TX

Other Businesses

I2029327*, Entity Type, Entity for Profit, Name of OBA: St Thomas High School Alumni Association, Address: Houston, TX, 77007, Investment Related: No, Position, Title, Association: Other (President), Employee Start Date: 09/02/2024, No Hours:10hrs/Mo, No Hours during trading: 0, Duties: overseeing activities, committees, and functions provided for the alumni of the school. helping update contact information from alumni into the CRM ( client relationship management ) system for the association. I*4737269 Entity Type: N/A Name of OBA: D S M Address: houston, Texas, 77025 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/18/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2000-11-29