Joanna P Schneider

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

• 12/2010 → 06/2018
  Jpmorgan Chase Bank
  Indianapolis, IN
• 10/2012 → 06/2018
  J.P. Morgan Securities Llc
  Indianapolis, IN
• 10/2021 → Present
  Merrill Lynch
  Indianapolis, IN
• 06/2018 → 10/2021
  Schneider Industries Llc
  Carmel, IN
• 10/2019 → 05/2021
  Louisiana State University
  Shreveport, LA

Other Businesses

I*2684262, Entity Type: Entity For Profit, Name of OBA: Schneider Industries LLC , Address: Carmel, Indiana, 46032, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 10/01/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: Business owner. HVAC equipment distribution sales

Exams

• S66 Uniform Combined State Law Examination
  2022-04-19
• S63 Uniform Securities Agent State Law Examination
  2011-11-15

Other Names

• Joanna Paziewska
• Joanna Schneider
• Joanna Paziewska Schneider