Jeffrey Ting

Current Employers

Employment History

• 07/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA
• 09/2009 → Present
  Bank Of America, N.A.
  San Mateo, CA

Other Businesses

I*: Name: TRACY CORPORATION Address: SAN MATEO, CA 94403 INVESTMENT RLT'D - YES HRS DEVOTED TO ACTIVITY - 4 HRS DURING TRADING - 0 DATE ACTIVITY BEGAN 12/21/2-010 POSITION - DIRECTOR DUTIES: MANAGE REAL ESTATE PROPERTY FOR FAMILY IN NEVADA. PAY PROPERTY TAX AND CONNECT WITH CPA TO FILE TAX RETURN. MANAGE REAL ESTATE. I*: 370539 Entity Type: For-Profit Name of outside business organization: Patrick Mustang Enterprises LLC Investment related: No Address of business: Hillsborough, California 94010 Position, title, association: Treasurer, General Partner/Managing Member, Director Start date of relationship: 1/3/2011 Number of hours devoted: 10 hrs Annually Number of hours devoted during trading hours: 0 Duties: Real estate management for family property, property is just holding real estate with no rental income. Pay property taxes, coordinate legal and real estate agents, pay tax filing expenses to CPA I*1325328 Entity Type: Charitable Name of outside business organization: K. Y. Always Dream Foundation Investment related: No Address of business: Danville, California, 94526, Position, title, association: Committee, Board Member, Fundraising committee Start date of relationship: 8/1/2023 Number of hours devoted: 40 hrs Yearly Number of hours devoted during trading hours: 0 Duties: Entity ensures children from low income families have access to high quality books in the home environment and extensive family engagement support. I will serve on the Board of Directors and the Development Fundraising committee I*1645271 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Friendswood, TX Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date:12/26/2023 No Hours: 10 hrs annually No Hours during trading: 0 Duties: Co-owner with other family members/Rental Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-20
• S66 Uniform Combined State Law Examination
  1998-01-26