Jamie Bryan Calkins

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

• 09/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Daytona Beach, FL
• 01/2011 → Present
  Bank Of America, N.A.
  Daytona Beach, FL

Previous Registrations

• 2008-01-25 → 2010-09-13
  Edward Jones
  Edgewater, FL
  Edgewater, FL
  St Louis, MO

Other Businesses

I*102261ENTITY TYPE: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ANGLERS' YACHT CLUBINVESTMENT RELATED: NOADDRESS OF BUSINESS: NEW SMYRNA BEACH, FLORIDA 32169POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBERSTART DATE OF RELATIONSHIP: 1/1/2017NUMBER OF HOURS DEVOTED: 24 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOARD MEMBER. SERVING ON ENTERTAINMENT COMMITTEE WHICH ORGANIZES GOLF TOURNAMENT AND OTHER MEMBERSHIP EVENTS. SERVE ON MEMBERSHIP COMMITTEE WHO INTERVIEWS POTENTIAL MEMBERS. ALSO VOLUNTEER TO AUDIT CLUB RECORDS SEMIANNUALLY.I*128846For profit or not for profit: Non-Profit OrganizationName of outside business organization: Anglers Yacht Club Scholarship TrstInvestment related: NoAddress of business: New Smyrna Beach, Florida 32168Nature of business: Charitable OrganizationPosition, title, association: Advisory Board MemberStart date of relationship: 1/2/2020Number of hours devoted: 20 hours AnnuallyNumber of hours devoted during trading hours: 0Duties: Trustee for the scholarship fund. The money is managed by Morgan Stanley. I will be responsible for reviewing applications for potential scholarship recipients each year and for reviewing allocation and performance of trust.I*1139285For profit or not for profit: Entity For ProfitName of outside business organization: New Smyrna Christmas Boat Parade, LLCInvestment related: NoAddress of business: New Smyrna Beach, Florida, 32169Position, title, association: DirectorStart date of relationship: 8/1/2023Number of hours devoted: 50 hours YearlyNumber of hours devoted during trading hours: 0Duties: ChairmanI*: 2575284Entity Type: CharitableName of OBA: Anglers Yacht Club Scholarship TrustAddress: New Smyrna Beach, FL 32168Investment Related: NoPosition, Title, Association: Committee Employee Start Date: 6/23/2025Number of Hours: 40 hrs annuallyNumber of Hours during trading: 0Duties: Select scholarship recipients I*4686270 Entity Type: N/A Name of OBA: G&G Sportsman Club Address: New Smyrna Beach, Florida, 32168 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/15/2026 Number of Hours: 10, Monthly Number of Hours during trading: 1, Monthly Duties: Hunt Club Board member responsible for membership roster, hunting stand placements, and email communications.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04

Other Names

• Jamie Bryan Calkins