Jonathan N Kanaber

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
  Denver, CO
• 04/2016 → Present
  Bank Of America, N.A.
  Denver, CO

Other Businesses

I*509904For profit or not for profit: Entity For ProfitName of outside business organization: Amazon SellersInvestment related: NAddress of business: Denver, Colorado, 80210Nature of business: ["Sole Proprietorship"]Position, title, association: ["Other"], Start date of relationship: 6/1/2021Number of hours devoted: 0 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I have no role, my wife is operating through our household Amazon account which is in my name., My wife, Morgan Kanaber, is operating an Amazon Seller account through our household Amazon account. Therefore, the Amazon seller disbursements are in my name. However, I do not have any involvement or time commitment applied to this outside business acti

Exams

• S66 Uniform Combined State Law Examination
  2016-09-01

Other Names

• Jon N Kanaber
• Jon Nicholas Kanaber
• Jonathan Nicholas Kanaber