Michael Coody

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

• 01/2011 → 10/2017
  Jp Morgan Chase Bank Na
  Tarrant, TX
• 10/2012 → 01/2021
  J.P. Morgan Securities Llc
  Ft. Worth, TX
• 10/2017 → 01/2021
  Jp Morgan Chase Bank, N.A.
  Ft. Worth, TX
• 01/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 01/2023 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2012-10-31 → 2021-01-22
  J.P. Morgan Securities Llc
  Ft. Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Weatherford, TX
  Euless, TX
  Granbury, TX
  Ft. Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-10-29
• S63 Uniform Securities Agent State Law Examination
  2011-02-22

Other Names

• Michael Benton Coody
• Michael B Coody