Andrew Rodgers Meyer

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

• 06/2014 → 05/2025
  Jpmorgan Securities Llc
  Chicago, IL
• 11/2016 → 05/2025
  Jpmorgan Chase Bank Na
  Chicago, IL
• 11/2022 → Present
  Renovation Sells
  Chicago, IL
• 05/2025 → Present
  Errill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2025 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2023-01-12 → 2025-05-05
  J.P. Morgan Securities Llc
  Fort Wayne, IN
  Indianapolis, IN
  Chicago, IL
  Chicago, IL
  Oak Park, IL
• 2009-09-03 → 2014-06-30
  M Holdings Securities, Inc.
  Indianapolis, IN
• 2007-09-29 → 2009-12-31
  Mack Financial Group, Inc.
  Indianapolis, IN

Other Businesses

Entity Name: Renovation Sells Investment related: No "Address: https://www.renovationsells.com/ 2370 N Elston Ave Chicago, IL 60614" Nature of the other business: Sales Position/Title/Relationship: Owner/Partner Start Date: 11/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is an organization selling franchises across the country. The investment is a 10% convertible note. This is a friend and family round of financing. I will have no involvement in the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-17
• S66 Uniform Combined State Law Examination
  2007-09-27