Jason Myerson Beckert

Current Employers

Employment History

• 12/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 06/2011 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*33504FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE WHEAT FOUNDATIONINVESTMENT RELATED: YADDRESS OF BUSINESS:WAXHAW, NORTH CAROLINA NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 1/1/2004NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: CHARITABLE FAMILY FOUNDATION SET UP BY MY WIFE AND I. WE ARE THE ONLY CONTRIBUTORS TO THE WHEAT FOUNDATION. I SERVE AS PRESIDENT. I*127669For profit or not for profit: For-Profit OrganizationName of outside business organization: Publish novelInvestment related: NAddress of business:Waxhaw, North Carolina 28173Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 12/2/2019Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I would like to publish a fiction novel. The novel takes place in the future and is not related to the financial services industry nor does it offer investment advice. I*2641287, Entity Type: , Name of OBA: J V Trust, Address: Naperville, Illinois, 60540, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2642291, Entity Type: , Name of OBA: M V Trust, Address: Naperville, Illinois, 60540, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-24
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Other Names

• Jason M Beckert