Jason Lee Boultbee

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

• 05/1999 → Present
  Merrill Lynch East Client Services
  Horsham, PA
• 05/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Horsham, PA

Other Businesses

I*104210 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ADVOCARE INTERNATIONAL, L.P. INVESTMENT RELATED: N ADDRESS OF BUSINESS: PLANO, TEXAS 75074 NATURE OF BUSINESS: LIMITED PARTNERSHIP, POSITION, TITLE, ASSOCIATION: OTHER, INDEPENDENT DISTRIBUTOR START DATE OF RELATIONSHIP: 4/3/2017 NUMBER OF HOURS DEVOTED: 150 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: IT IS A SUPPLEMENT AND HEALTH WELLNESS COMPANY THAT PROVIDES A DISCOUNT IF YOU SIGN UP AS A DISTRIBUTOR OF PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-05