John F Mahoney

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

• 08/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 07/2011 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*112889 For profit or not for profit: Non-Profit Organization Name of outside business organization: Museum of Scient & Industry - Presidents Council Investment related: N Address of business: Chicago, Illinois 60637 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 3/12/2018 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: MSI is a public museum. We support the Museum financially and by spreading the word of the value of the Museum. We can provide feed back to museum management on various issues. We attend numerous events each year.

Exams

• S66 Uniform Combined State Law Examination
  1998-01-08

Other Names

• John F Mahoney
• John Francis Mahoney