Jason Anthony Kollar

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

• 07/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Upper St. Clair, PA
• 12/2009 → Present
  Bank Of America, N.A.
  Upper St. Clair, PA

Other Businesses

I. 1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: JASON KOLLAR 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: 9402 SUNDANCE DR, BRIDGEVILLE, PENNSYLVANIA 15017 5.NATURE OF BUSINESS: SOLE PROPRIETORSHIP, 7.POSITION, TITLE, ASSOCIATION: OWNER, 8.START DATE OF RELATIONSHIP: 7/15/2013 9.NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: I OWN LAND WHICH I LEASED THE MINERAL RIGHTS.

Exams

• S66 Uniform Combined State Law Examination
  1998-11-18

Other Names

• Jason A Kollar