Jeff Masters

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

• 05/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Dallas, TX
• 01/2013 → Present
  Bank Of America, N.A.
  Dallas, TX

Other Businesses

I*4474267, Entity Type: , Name of OBA: J R M TTEE K M M TTEE U/A DTD 09/09/2020 , Address: Houston, Texas, 77008, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/21/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-10-11

Other Names

• Jeffrey Russell Masters