Christian Jiaming Pan

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

• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Long Island City, NY
• 07/2015 → 12/2021
  Bank Of America
  Flushing, NY
• 12/2021 → 09/2022
  Municipal Credit Union
  New York, NY
• 09/2022 → 09/2025
  Bank Of America
  Flushing, NY

Other Businesses

I*:2977265 Entity Type: For Profit Name of OBA: PPLfirst LLC Address: Corning, Corning, New York 14830 Investment Related: No Position, Title, Association: Employee Employee Start Date: 4/1/2025 No. Hours: 20 hrs/wkly No. Hours during Trading: 0 Duties: Senior Home Care. I am taking care of my dad

Exams

• S66 Uniform Combined State Law Examination
  2026-06-02
• S63 Uniform Securities Agent State Law Examination
  2012-08-17

Other Names

• Christian J Pan
• Jiaming Pan
• Christian Jiaming Pan
• Christian Pan