Peter Junor

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

• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockford, IL
• 04/2016 → Present
  Bank Of America, N.A.
  Rockford, IL

Other Businesses

I*1799276, Entity Type Not-for-profit, Name of OBA: Rockford Cosmopolitan Club Address: Rockford, IL Investment Related: No Position, Title, Association: Member. Employee Start Date: 01/01/2018 No Hours: 4 yearly No Hours during trading: 0 Duties: Local philanthropic organization that raises funds for local charities that focuses on diabetes research and youth causes. Funds are raised through social events and annual poinsettia drive. I*2208296, Entity Type: Not for Profit , Name of OBA: Rosecrance Foundation, Address: Rockford, IL 61107 Investment Related: N, Position, Title, Association: Chairperson, President's Leadership Council , Employee State Date: 1/1/2025, No Hours: 2 monthly , No Hours during Trading: 0 , Duties: Working as part of a newly formed President's Leadership Council for Rosecrance Foundation. A not-for-profit entity headquarted in Rockford, IL. We are a volunteer board, one of several, that consists of young professionals that are advocates for Rosecrance and the foundation. Our goal is raise awareness for the Rosecrance Foundation through community outreach and social events.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-03

Other Names

• Peter G Junor