Jian Wang

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

• 07/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Boston, MA
• 02/2013 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*57700 For profit or not for profit: For-Profit Organization Name of outside business organization: Golden Dragons Investment related: Y Address of business: Belmont, Massachusetts 02478 Nature of business: Partnership, Position, title, association: Fiduciary, Start date of relationship: 4/1/2004 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: This is a partnership account between my wife and me. It is set up for family investment, no external money involved, and just for tax benefits purpose.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-17