Scott Jared Harrison

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

• 12/2006 → Present
  Bank Of America, N.A.
  San Francisco, CA
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Previous Registrations

• 2006-12-14 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA
• 2005-06-06 → 2006-12-05
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2005-01-12
• S63 Uniform Securities Agent State Law Examination
  2001-03-21

Designations

• Certified Financial Planner