Jeffrey Alan Daniels

Current Employers

Employment History

• 08/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 12/2009 → Present
  Bank Of America, N.A.
  Columbus, OH

Other Businesses

I*93443FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PREGNANCY DECISION HELP CENTERINVESTMENT RELATED: NADDRESS OF BUSINESS:COLUMBUS, OHIO 43229NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 5/26/2016NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOARD MEMBER. APPROVE ACTIVITIES. NO CHECK WRITING OR TREASURY ACTIVITIES.I*1055538For profit or not for profit: Name of outside business organization: Pregnancy Decision Help Center - Finance CommitteeInvestment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Due to my background I was asked to join the Finance Committee. We do a bi-monthly conference call to discuss the balance sheet, revenue projections, and the investment portfolios that they have. I*2912289 Entity Type: Charitable Name of OBA: The Driven Foundation Address:Johnstown Ohio Investment Related:No Position, Title, Association:Board Member Start Date:10/14/2025 No Hours: 20 Yearly No Hours during trading:0 Yearly Duties:Provide families with basic human needs through outreach events and youth programs in areas of need. Board Member. Volunteer at events. I*2912290 Entity Type: N/A Name of OBA: M.D. Address:Lewis Center Ohio Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/29/2025 No Hours: 5 Yearly No Hours during trading:1 Yearly Duties:Power of Attorney for Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-28
• S63 Uniform Securities Agent State Law Examination
  1998-02-09

Other Names

• Jeffrey A Daniels