Jordan Alexander Meads

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

• 05/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 10/2015 → Present
  Bank Of America, N.A.
  Tyler, TX
• 05/2015 → Present
  United States Marine Corps Reserve
  Quantico, VA

Other Businesses

I*470322, Entity Type Governmental, Name of OBA: United States Marine Corps Reserve Address: Quantico VA 22134 Investment Related: No Position, Title, Association: Other Employee Start Date: 04/01/2024 No Hours:0 No Hours during trading: 0 Duties: I am a retired U.S. Marine Corps Reserve Officer.I*7343 Entity Type: Fiduciary role Name of outside business organization: Spousal POA Investment related: Address of business: Spousal POA, Tyler, TX 75703 Position, title, association: Power of Attorney Start date of relationship: 2/16/2016Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: Power of attorney/SpouseI*2619278, Entity Type: Fiduciary role Name of OBA: A M, Address: Tyler, TX 75703, Investment Related: No, Position, Title, Association: Executor, Employee State Date: 07/14/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: Executor/Spouse, In-LawsI*3279294 Entity Type Fiduciary role Name of OBA: E L Address: Knoxville TN 37922 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/04/2025 No Hours: 0 yearly No Hours during trading:0 Duties: Trustee/CousinI*3263293Entity Type: Fiduciary role Name of OBA: B. and L. M. Address: Flint, TX 75762Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 11/15/2025Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor/SiblingsI*3198289Entity Type: Fiduciary role Name of OBA: R. and C. L. Address: Tyler, TX 75703Investment Related: NoPosition, Title, Association: Executor Employee Start Date: 11/15/2025Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor/Siblings I*4421295 Entity Type: N/A Name of OBA: B and N M Address: Tyler, Texas, 75707 Investment Related: No Position, Title, Association: Successor Power of Attorney Employee Start Date: 04/15/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2015-08-13

Other Names

• Jordan Meads