Joseph Paul Youngblood

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

• 07/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 11/2009 → Present
  Usaf
  Minot, ND
• 11/2015 → Present
  Bank Of America, N.A.
  Troy, MI

Other Businesses

I*851243For profit or not for profit: Entity For ProfitName of outside business organization: Tradger FarmsInvestment related: NAddress of business: Grosse Pointe, Michigan, 48236Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 5/16/2022Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Habitat ConsultantI*1461257For profit or not for profit: Entity For ProfitName of outside business organization: 23006 Englehardt LLCInvestment related: NAddress of business: St Clair Shores, Michigan, 48081, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 4/8/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Rental PropertyI*1462254For profit or not for profit: Entity For ProfitName of outside business organization: 29237 Ursuline LLCInvestment related: NAddress of business: St Clair Shores, Michigan, 48081, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 6/9/2021Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Rental Property I*3086273 Entity Type: For Profit Name of OBA:Youngblood Drone Services LLC Address:Grosse Pointe Woods Michigan Investment Related:No Position, Title, Association:Owner Start Date:10/31/2025 No Hours: 4 Monthly No Hours during trading:0 Monthly Duties:The purpose of this outside organization is to enjoy photography around recreational land Flying a Drone

Exams

• S66 Uniform Combined State Law Examination
  2015-12-01

Other Names

• Joseph P Youngblood