Jeremy R Yuster

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

• 07/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 12/2013 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*65527For profit or not for profit: For-Profit OrganizationName of outside business organization: Roco Ventures, LLCInvestment related: YAddress of business:San Anselmo, CA, California 94979Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 6/1/2013Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 5Duties: Family owned investment/real estate business. CEO/book-keeping and adminI*1060296For profit or not for profit: Entity CharitableName of outside business organization: San Domenico SchoolInvestment related: NAddress of business: San Anselmo, California, 94960Nature of business: ["School, College or University"]Position, title, association: ["Other"], Start date of relationship: 11/8/2022Number of hours devoted: 100 hour(s) WeeklyNumber of hours devoted during trading hours: 4Duties: Boys Basketball Coach, I am being asked to become the Middle School Boys Basketball coach at San Domenico School. The responsibility is to coach about 90-100 hours @$25/hour for the 4 month period from mid Nov to mid March 2023. Thanks I*3629266 Entity Type: Entity Charitable Name of OBA: Marin Academy High School Address: San Rafael, California, 94901 Investment Related: No Position, Title, Association: Other Employee Start Date: 02/01/2026 Number of Hours: 10, Weekly Number of Hours during trading: 4, Weekly Duties: High School Varsity Boys High School Basketball Assistant Coach

Exams

• S66 Uniform Combined State Law Examination
  2013-10-16
• S63 Uniform Securities Agent State Law Examination
  1998-09-19

Other Names

• Jeremy Ryan Yuster