Jason Pierce

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

• 02/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Honolulu, HI
• 07/2012 → Present
  Bank Of America, N.A.
  Honolulu, HI

Other Businesses

I*81709 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EXECUTOR FOR ESTATE INVESTMENT RELATED: NO ADDRESS OF BUSINESS: PORT WASHINGTON, NEW YORK 11050 POSITION, TITLE, ASSOCIATION: OTHER, EXECUTOR START DATE OF RELATIONSHIP: 5/22/2015 NUMBER OF HOURS DEVOTED: 1 HOUR ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE BEEN NAMED AS THE EXECUTOR IN MY SIBLING'S WILL.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-18
• S63 Uniform Securities Agent State Law Examination
  2001-08-13

Other Names

• Jason Arthur Pierce