Jordan T Stogdill

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

• 09/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Ft. Wayne, IN
• 06/2011 → Present
  Bank Of America,N.A.
  Fort Wayne, IN

Other Businesses

I*1444255, Entity Type: , Name of OBA: J J. S Lifetime Trust, Address: Bluffton, Indiana, 46714, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 31-Aug-2023, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4678267, Entity Type: Entity Charitable, Name of OBA: The Church of Jesus Christ of Latter-day Saints (Decatur Indiana Branch Clerk), Address: Decatur, Indiana, 46733, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 06/14/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I have not yet accepted this position as I explained I need ML approval first. I have been asked to serve as the Clerk for the local church that I attend. In this capacity I would primarily assist with finances and membership records. I would be a signer on a checking account only to help process donations and pay expenses. In this position as clerk I have no authority on to whom the check is made payable. The local Branch President is the person who is authorized to instruct how the check is made payable. All checks issued for payment of expenses require the signature of two authorized signers, typically the Clerk and a member of the local church leadership. This Clerk position has no access to or stewardship of any investment accounts. This is an uncompensated position. Church

Exams

• S66 Uniform Combined State Law Examination
  2000-06-02