Amy Jo Schielack

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

• 05/2010 → 08/2020
  Jpmorgan Chase Bank Na
  College Station, TX
• 10/2012 → 08/2020
  J.P. Morgan Securities Llc
  Bryan, TX
• 08/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  College Station, TX
• 09/2020 → Present
  Bank Of America, N.A.
  College Station, TX

Previous Registrations

• 2012-10-01 → 2020-08-28
  J.P. Morgan Securities Llc
  College Station, TX
  Bryan, TX
  College Station, TX
  College Station, TX
  Brenham, TX
  Brenham, TX
  College Station, TX
  Bryan, TX
• 2012-08-30 → 2012-10-01
  Chase Investment Services Corp.
  College Station, TX
  Bryan, TX
  College Station, TX
  College Station, TX
  College Station, TX

Other Businesses

I*9870 For profit or not for profit: Name of outside business organization: Amy Schielack Investment related: Address of business: College Station, Texas 77845 Position, title, association: Start date of relationship: 5/1/2016 Number of hours devoted: 1 hour Number of hours devoted during trading hours: 0 Duties:I*2929301, Entity Type Not for Profit, Name of OBA: Pebble Creek Elementary PTO Address: College Station Texas 77845 Investment Related: No Position, Title, Association: Spirit Night Coordinator, Parent Teacher Organization Employee Start Date: 09/30/2025No Hours: 2 monthly No Hours during trading: 1 monthly Duties: I work with local restaurants to partner for "Spirit Nights" fundraiser Parent-Teacher Organization - I work with local restaurants to partner for "Spirit Nights"I*2929302, Entity Type Not for Profit, Name of OBA: Oakwood Intermediate PTO Address: College Station Texas 77840 Investment Related: No Position, Title, Association: Spirit Night Coordinator, Parent Teacher Organization Employee Start Date: 09/30/2025 No Hours:2 monthly No Hours during trading: 1 monthly Duties: partner with local restaurants to coordinate "Spirit Nights" fundraisers, Parent Teacher OrganizationI*2930293Entity Type: GovernmentalName of OBA: College Station Independent School DistrictAddress: College Station, Texas, 77840Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 09/30/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0Duties: Member of the "Community Advisory Committee" for school district https://www.csisd.org/our-district/committees/community-advisory-committee The CSISD Community Advisory Committee exists to strengthen collaboration between the school district and broader community. The committee's purpose is to: Provide input and feedback on district priorities and initiatives Serve as a representative voice for CSISD families, staff and community members Promote transparency and open communication between stakeholders and district leaders Celebrate successes and support continuous improvement across the districtI*4106267, Entity Type: Entity Charitable, Name of OBA: Oakwood Intermediate School Parent Teacher Organization, Address: College Station, Texas, 77840, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 06/01/2026, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: As Secretary - record meeting minutes and maintain membership lists - I will not have any financial oversight nor be on any bank accounts, mission is to provide enrichment opportunities to students, support staff, teachers, and studentsI*4397272Entity Type: Fiduciary roleName of OBA: J. L.Address: Dallas, Texas, 75243Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/14/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Uncle I*4421274 Entity Type: N/A Name of OBA: J L Address: Dallas, Texas, 75243 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/15/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: POA/Uncle I*4474269 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J. L. IRA FBO J. L. Address: Dallas, Texas, 75243 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/21/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Uncle

Exams

• S66 Uniform Combined State Law Examination
  2012-08-28
• S63 Uniform Securities Agent State Law Examination
  2007-07-06

Other Names

• Amy Jo Kelly
• Amy Jo Thibodeau
• Amy Jo Langan
• Amy Jo Langan
• Amy Jo Thibodeau
• Amy Jo Kelly