Brian Richard Janus

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

• 11/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
• 12/2009 → Present
  Bank Of America, Na
  Pepper Pike, OH

Previous Registrations

• 2002-01-22 → 2008-11-24
  Ubs Financial Services Inc.
  Pepper Pike, OH
  Beachwood, OH

Other Businesses

I*2739295, Entity Type: Entity For Profit, Name of OBA: Janus Real Estate Holdings QOZB LLC, Address: North Canton, Ohio, 44721, Investment Related: N, Position, Title, Association: Other, Employee State Date: 09/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Silent minority ownership only, almost no role. Company formed for the purpose of operating as a Qualified Opportunity Zone Business Property. It intends to develop, rent and eventually sell its property.

Exams

• S66 Uniform Combined State Law Examination
  1999-06-11