Patrick Jerome Mcclernon

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

• 02/2018 → 01/2020
  Edward Jones
  St Louis, MO
• 02/2016 → 02/2018
  Edward Jones
  Kingwood, TX
• 09/2016 → 05/2018
  Kingwood Lacrosse
  Kingwood, TX
• 01/2016 → 05/2018
  Bluewater Books
  Houston, TX
• 01/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kingwood, TX
• 02/2020 → Present
  Bank Of America N.A.
  Kingwood, TX

Previous Registrations

• 2018-04-17 → 2020-01-15
  Edward Jones
  Tempe, AZ
  Kingwood, TX
  St Louis, MO
  The Woodlands, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-04-13

Other Names

• Patrick Jerome Mcclernon
• Patrick Mcclernon