Brandon Cordell Jeanneret

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

• 03/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 09/2009 → Present
  Bank Of America,Na
  Boca Raton, FL

Previous Registrations

• 2001-11-05 → 2008-04-10
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

I*1168301 For profit or not for profit: Name of outside business organization: Brandon Jeanneret Address of business: Parkland, Florida, 33076 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Other"], Start date of relationship: 2/4/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: I would act as my own agent, I want to obtain my real estate license for my personal real estate transactions.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-15
• S63 Uniform Securities Agent State Law Examination
  1998-01-03

Other Names

• Brandon C Jeanneret