Amy Jessica Spurr

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

• 08/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 09/2011 → Present
  Bank Of America, N.A.
  Portland, OR

Other Businesses

I*: 2062264 Entity Type: HOA, Co-op, Freehold Name of OBA: Hoyt Street Yards Community Association Address: Portland, Oregon Investment Related: No Position, Title, Association: Neighborhood Association Board Member; Member at Large Employee Start Date: 11-Nov-2024 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: My role as a member at large is simply to represent the residents in the Pearl in voting for/against beautification/maintenance projects in the neighborhood.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-11
• S63 Uniform Securities Agent State Law Examination
  1998-09-26

Other Names

• Spurr Amy