John Pierce Jonza

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

• 07/2007 → Present
  Self Employed
  Melville, NY
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynbrook, NY
• 12/2021 → Present
  Bank Of America, N.A.
  Lynbrook, NY

Other Businesses

I*606243, Entity Type: Entity For Profit, Name of OBA: Sunco Capital LLC Solar, Address: Syosset, New York 11791, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 09/06/2020, No Hours: 10, No Hours during trading: 1, Duties: Residential Solar system sales. I get referrals from Sunco and various clients I have sold home solar systems. Sell Solar Panel system.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-07
• S63 Uniform Securities Agent State Law Examination
  2005-08-30

Other Names

• John Jonza
• John P Jonza