J D Bader

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

• 04/2001 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

I*: 2041279 Entity Type: School, College or University Name of OBA: University of Texas McCombs School of Business Address: Austin, Texas Investment Related: Board Member Position, Title, Association: Board Member Employee Start Date: 11/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Corporate Advisory Board Member Will be to help facilitate dialogue around opportunities to help McCombs students. No investment or treasurer responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-03

Other Names

• John David Bader
• David Bader
• J. David Bader
• J D Bader
• J. D Bader