Jonathan Bitterman Rao

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

• 10/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 05/2011 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*683258For profit or not for profit: Entity CharitableName of outside business organization: FBCDC Investment related: N Address of business: Sugar Land, Texas, 77498Nature of business: ["Charitable Organization"]Position, title, association: ["Committee"], [["Executive committee"]]Start date of relationship: 1/14/2022Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 1Duties: , Provide learning opportunities to under privileged children. I will be on the committee and participate in the annual fund raiser. I*2929357, Entity Type is for profit, Name of OBA: JAR LLC Address: Katy Texas 77493 Investment Related: No Position, Title, Association: Wife passive investor Employee Start Date: 05/24/2022 No Hours: 0 No Hours during trading: 0 Duties: none. Pass through entity to own other busniess

Exams

• S66 Uniform Combined State Law Examination
  2004-06-10