Jared R Anderson

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

• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Destin, FL
• 01/2021 → 08/2021
  Regatta Bay Golf And Yacht Club
  Niceville, FL
• 05/2017 → 08/2018
  Pelican Beach Resort
  Destin, FL
• 08/2016 → 05/2017
  Mass Mutual
  Destin, FL
• 05/2019 → 12/2020
  Florida State University
  Tallahassee, FL
• 08/2017 → 05/2019
  Tallahassee Community College
  Tallahassee, FL
• 12/2021 → Present
  Bank Of America, N.A.
  Destin, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-01-05

Other Names

• Jared Robert Anderson