Jess T Muha

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2011-11-04
TX	RA	APPROVED	2011-11-03

NJ RA
APPROVED

Since 2011-11-04
TX RA
APPROVED

Since 2011-11-03

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

1100-1800 American Blvd, Pennington, NJ 08534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2011	Present
Bank Of America, N.A.	Pennington	NJ	11/2011	Present

08/2011 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
11/2011 → Present

Bank Of America, N.A.

Pennington, NJ

Other Businesses

I*44241 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HAMILTON TWP. PUBLIC SCHOOLS - HOME INSTRUCTION INVESTMENT RELATED: ADDRESS OF BUSINESS: HAMILTON, NEW JERSEY 8690 NATURE OF BUSINESS: OTHER, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 11/17/2008 NUMBER OF HOURS DEVOTED: 6 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: DUTIES: I TUTOR STUDENTS WHO CANNOT MAKE IT TO SCHOOL FOR AN EXTENDED PERIOD OF TIME, USUALLY DUE TO PHYSICAL OR MENTAL ILLNESS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-02

S66 Uniform Combined State Law Examination

2011-11-02

Other Names

Jess Tyler Muha

View on SEC IAPD