Jameel Shakir Addison

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

• 03/2015 → 02/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2015 → 02/2020
  Northwestern Mutual Investment Services Llc
  Washington, DC
• 09/2015 → 02/2020
  Leo C Tucker
  Washington, DC
• 05/2021 → 08/2022
  Tony Stanley
  Philadelphia, PA
• 05/2021 → 08/2022
  Northwestern Mutual Investment Services Llc
  Philadelphia, PA
• 02/2020 → 06/2021
  Northwestern Mutual Insurance Company
  Milwaukee, WI
• 06/2021 → 08/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10
• S63 Uniform Securities Agent State Law Examination
  2015-11-23

Other Names

• Jameel Shakir Addison