Jonathan Phillip Currence

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

• 05/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 05/2017 → Present
  Bank Of America, N.A.
  Charlotee, NC

Other Businesses

I*338053 Entity Type: For Profit Name of OBA: Curtag Capital Corportation, LLC Address:CHARLOTTE North Carolina Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:07/21/2011 No Hours: 1.67 Monthly No Hours during trading:0 Monthly Duties:Investment Real Estate Holdings Manage properties as needed

Exams

• S66 Uniform Combined State Law Examination
  2002-09-12

Other Names

• Jon Currence