Johnna K Fullen

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

• 06/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 09/2014 → Present
  Bank Of America, N.A.
  Tyler, TX

Other Businesses

I*75304 For profit or not for profit: For-Profit Organization Name of outside business organization: Johnna Investments LLC Investment related: N Address of business: Tyler, Texas 75707 Nature of business: LLC, Position, title, association: Other, Manager of LLC Start date of relationship: 9/11/2014 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Personal investments. I am the manager of my own LLC. Opening at the advice of my Estate Planning Atty. I*122001 For profit or not for profit: For-Profit Organization Name of outside business organization: K. B. F. LLC Address of business: Tyler, Texas 75707 Nature of business: LLC Position, title, association: Family Held Start date of relationship: 3/27/2019 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: My husband is a Travel Consultant. He is transitioning to an Independent Consultant with his company, Travel Leaders. The structure requires him to open an LLC to receive his paycheck and run business expenses through. I*: 2156276 Entity Type: Charitable Name of OBA: PATH Address: Tyler TX 75702 Investment Related: No Position, Title, Association: Board Member- Employee Start Date: January 1, 2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Board Member- oversight for PATH (People Attempting to Help), a non profit in Smith County that helps with basic human needs (ie housing, rent, coats, food pantry, etc.). Support the organization throughout the local community. I*: 2164269 Entity Type: Charitable Name of OBA: Hospice of East Texas Address: Tyler, TX 75701 Investment Related: No Position, Title, Association: ChairPerson Employee Start Date: 1/1/2025 Number of Hours: 4 hrs mthly for 3 mths Number of Hours during trading: 4 hrs mthly for 3 mths Duties: Chair a luncheon that is held April 3, 2025. Organize and lead the committee now until April 3, then my commitment is over. The luncheon is called Hope Blooms and is a ladies brunch, benefitting Hopsice of East Texas.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-07

Other Names

• Johnna Young
• Johnna Kae Young