Jeffrey Wallace Wold

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

• 05/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 06/2010 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*: 336804Entity Type: For ProfitName: J. W. Address: Corte Madera, CA 94925Position: OwnerStart Date: 01/01/2001Hours per month: 3 hrs mthlyHours devoted during trading hours: 0Duties: Proprietor Scuba Instruction/Driving/Driving InstructionI*1733306 Entity Type, Rental Property Name of OBA: Rental Property 1 Address: Truckee,CA,96161 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/03/2024No Hours: Yearly No Hours during trading: 0 Duties: Co owner of rental propertyI*1777311Entity Type: For Profit Name of OBA: G Street LLC Address: Grand Rapids, MI Investment Related: No Position, Title, Association: Owner Start Date:04/15/2024No Hours: 10 Yearly No Hours during trading:0 Duties: LLC formed to own an investment property with no other purpose. My Living trust owns the LLCII*1857278 Entity Type: For Profit, Name of OBA:580 Shady Oaks Street LLC Address: Grand Rapids, MI 49546 Investment Related: No Position, Title, Association: Owner Employee Start Date:05/29/2024 No Hours:10 yearly No Hours during trading: 0 Duties: LLC to own rental property. Our living trust owns the LLC with no other owners. I*3529266 Entity Type: Entity For Profit Name of OBA: TO Be Decided (Wold Holding Company) Address: Corte madera, California, 94925 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/20/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0, Yearly Duties: Commercial Real Estate property with AirBnB, wine bar, store. No day to day responsibilities, my wife and our business partner would be running this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-08
• S63 Uniform Securities Agent State Law Examination
  2002-05-14

Other Names

• Jeff Wold