Jason M Trichler

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bainbridge Island, WA
• 07/2011 → Present
  Bank Of America, N.A.
  Bainbridge Island, WA

Previous Registrations

• 2002-12-13 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Bainbridge Island, WA
  Bainbridge Island, WA
• 2002-06-28 → 2002-12-04
  Banc Of America Securities Llc
  Bellevue, WA
• 2001-04-19 → 2002-06-10
  Banc Of America Investment Services, Inc.
  Seattle, WA

Other Businesses

I*8386 For profit or not for profit: Name of outside business organization: Kamilo 507 Investment related: Address of business: kamuela, Hawaii 96743 Nature of business: , Position, title, association: , Start date of relationship: 2/20/2019 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Duties: I*8387 For profit or not for profit: Name of outside business organization: Spruce Bluff Lodge Investment related: Address of business: leavenworth, Washington 98826 Nature of business: , Position, title, association: , Start date of relationship: 2/15/2017 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-15
• S63 Uniform Securities Agent State Law Examination
  1998-04-30

Other Names

• Jason Michael Trichler