Patrick Ryan St John

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

• 04/2023 → 01/2025
  Farm Bureau Financial Services
  West Des Moines, IA
• 11/2010 → 04/2023
  Greenstate Credit Union
  Waukee, IA
• 05/2023 → 01/2025
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Des Moines, IA
• 01/2025 → 03/2025
  Unemployed
  Waukee, IA
• 04/2025 → Present
  Bank Of America, N.A.
  West Des Moines, IA

Previous Registrations

• 2023-10-02 → 2025-01-02
  Fbl Wealth Management, Llc
  West Des Moines, IA

Other Businesses

I*: 2287259 Name: Football Official Investment-related: No Address of the other business: Waukee, IA Nature of the other business: High School Football Official Your position: Referee Start date of your relationship: 08/15/2002 Approximate number of hours/month you devote to the other business: Approx. 10 hours/month for 3 months in the fall. Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I officiate high school football

Exams

• S66 Uniform Combined State Law Examination
  2023-09-28

Other Names

• Patrick Ryan St. John
• Patrick St John
• Pat St John
• Patrick Stjohn
• Patrick St. John
• Patrick R St. John
• Patrick Ryan Stjohn
• Patrick R Stjohn
• Pat Stjohn
• Patrick R St John