Jeremy Michael Foskett

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI

Previous Registrations

• 2007-11-23 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Lincoln, RI
  Waltham, MA

Other Businesses

I*1204306 Entity Type: Political Activity Name of outside business organization: Charlton Massachusetts Finance Committee Investment related: No Address of business: Charlton, Massachusetts, 01507 Position, title, association: Board Member Start date of relationship: 4/1/2023 Number of hours devoted: 20 hrs Mthly Number of hours devoted during trading hours: 0 I*4050267 Entity Type: Business or Industry Organization Name of OBA: Energy Athletics Address: Worcester, Massachusetts, 1603 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/16/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: Youth travel baseball program. Coaching a youth baseball team

Exams

• S66 Uniform Combined State Law Examination
  2007-01-17