Reagan K Adjei

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

• 03/2016 → 02/2017
  Wells Fargo Clearing Services, Llc
  Urbandale, IA
• 06/2013 → 08/2022
  Wells Fargo Bank, Na
  Urbandale, IA
• 10/2018 → 09/2022
  Wells Fargo Clearing Services, Llc
  Urbandale, IA
• 09/2022 → 04/2024
  Jp Morgan Securities Llc
  West Des Moines, IA
• 09/2018 → 10/2018
  Wells Fargo Clearing Services, Llc
  St Louis, MO
• 09/2022 → 04/2024
  Jp Morgan Chase Bank, N.A.
  West Des Moines, IA
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Des Moines, IA
• 01/2024 → Present
  Drake University
  Des Moines, IA
• 08/2021 → 05/2023
  Grand View University
  Des Moines, IA
• 05/2018 → 08/2021
  Des Moines Area Community College
  Ankeny, IA
• 07/2024 → Present
  Bank Of America, N.A.
  West Des Moines, IA

Previous Registrations

• 2022-10-11 → 2024-04-13
  J.P. Morgan Securities Llc
  West Des Moines, IA
  Leawood, KS
  West Des Moines, IA
• 2019-02-26 → 2022-09-22
  Wells Fargo Clearing Services, Llc
  Urbandale, IA
  West Des Moines, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-26
• S63 Uniform Securities Agent State Law Examination
  2019-01-18

Other Names

• Raegan Adjei
• Reagan K Adjei
• Reagan Kwabena Adjei