Joseph John Somers

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

• 09/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Egg Harbor Township, NJ
• 08/2009 → Present
  Bank Of America,Na
  Egg Harbor Township, NJ

Other Businesses

I*132929 For profit or not for profit: Non-Profit Organization Name of outside business organization: Rotary District 7505, Inc Investment related: N Address of business: Vineland, New Jersey 08360 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 10/1/2020 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Rotary is the world s largest humanitarian service organization dedicated to making the world a better. The District Finance Committee reviews the quarterly financial records for the District. You would represent your county on this committee. I*34774 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SOMERS POINT ROTARY CLUB INVESTMENT RELATED: N ADDRESS OF BUSINESS: SOMERS POINT, NEW JERSEY 08205 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 07/28/2004 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: DIRECTOR/BOARD MEMBER SUBCOMMITTEE MEMBER ADDRESS VARIOUS COMMUNITY AND INTERNATIONAL SERVICE NEEDS. I*34775 For profit or not for profit: Non-Profit Organization Name of outside business organization: St. Peter's United Methodist Church Investment related: N Address of business: Ocean City, New Jersey 8226 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 6/25/2005 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 10 Duties: Subcommittee Member To gather and care for the fiscal resources of the church.

Exams

• S66 Uniform Combined State Law Examination
  1998-09-04

Designations

• Certified Financial Planner

Other Names

• Joseph J Somers