Justin Jonathan Holcher

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

• 02/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 09/2009 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Other Businesses

I*2152264, Entity Type: , Name of OBA: MLPF& S CUST FPO D R H IRRA FBO D R H , Address: San Francisco, California, 94118, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2591298, Entity Type, Name of OBA:MLPF& S CUST FPO D R HIRRA FBO D R H Address:San FranciscoCalifornia94118, Investment Related:no Position, Title, Association:Successor Trustee, Employee Start Date:07/02/2025 No Hours: 0No Hours during trading: 0Duties: I*2593274, Entity Type, Name of OBA: D H TTEE U/A DTD 03/13/1992 D H TRUST FranciscoCalifornia94118, Investment Related:no Position, Title, Association:Successor Trustee, Employee Start Date:07/02/2025 No Hours: 0No Hours during trading: 0Duties: I*2600304, Entity Type: , Name of OBA: MLPF& S CUST FPO A H IRRA FBO A H , Address: Rancho Palos Verdes, California, 90275, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 02-Jul-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-21
• S63 Uniform Securities Agent State Law Examination
  1997-05-27