Joshua Espinedo

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

• 06/2010 → Present
  Merrill Lynch
  Houston, TX
• 05/2011 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*4233268, Entity Type: Entity Governmental, Name of OBA: University of Houston Board of Visitors, Address: Houston, Texas, 77004, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 04/01/2026, No Hours: 6 Yearly, No Hours during Trading: 2 Yearly, Duties: Board of Visitors members collaborate closely with University leadership and champion the Universitys key strategic priorities and goals. Members commit to: Understand the University of Houston, its mission, goals and objectives Serve as a strategic advisory and ambassadorial group for the President and University leadership Thoughtfully prepare and share insights and ideas as active participants in on-campus meetings Share University initiatives, milestones and successes within their networks and communities Connect UH to individuals and organizations that can contribute to the Universitys vision to become a Top 50 public research institution.The board serves as a champion for the Universitys key priorities, collaborating closely with University leadership to transform dreams into reality. Comprised of private sector leaders, change-makers and advocates, board members are valued partners of the University of Houston. They have the unique opportunity to foster meaningful discussions about our greatest ambitions. Together, this diverse group leverages their broad array of expertise, interests and connections to provide leadership, guide their strategies and amplify their message as ambassadors to the community.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-14

Other Names

• Josh Espinedo
• Joshua Lee Espinedo