John Aaron Witt

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

• 04/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 02/2022 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*3756266, Entity Type: Fiduciary role Name of OBA: J M W, Address: GREENWOOD, SC 29649, Investment Related: No, Position, Title, Association: Power of Attorney, Employee Start Date: 12/01/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Duties: POA/Parents I*3755345 Entity Type: Fiduciary role Name of OBA: THE W FAMILY TRUST Address: SIMPSONVILLE, SC 29681 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/03/2022 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/ Self, Spouse I*4012274 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: SIMPSONVILLE, South Carolina, 29681 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/01/2016 Number of Hours: 0 Number of Hours during trading: 0 Duties: Rental Property/Co- owner

Exams

• S66 Uniform Combined State Law Examination
  2022-03-21
• S63 Uniform Securities Agent State Law Examination
  1999-12-30

Other Names

• Aaron Witt