Jonathan Burke

Current Employers

Employment History

• 02/2016 → 07/2020
  Massmutual Life Insurance Company
  Reno, NV
• 10/2018 → 07/2020
  Mml Investors Services
  Reno, NV
• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 10/2020 → Present
  Bank Of America, N.A.
  Portland, OR
• 07/2016 → 12/2017
  Mml Investors Services Inc
  Reno, NV

Previous Registrations

• 2019-01-22 → 2019-12-20
  Mml Investors Services, Llc
  Reno, NV

Other Businesses

Name: Jonathan Burke Inv rel: Y Add: Reno NV 89501 Nature: Other - Based upon financial considerations, review and evaluate any program or proposal for long and short term financial consequences that the city council requests. The board is expected to assess alternatives to make appropriate recommendations to the City Council. Review and evaluate the city's investment policy annually and recommend changes to the City Council. Annually review the comprehensive annual financial report, management letter and budget document. Review annually, revenue estimating procedures and recommend changes as necessary. Examine the city's financial condition and make recommendations for improvement. Position: Board Member Start date: 08/13/2019 No. HR/MO: 2 No. HR/MO during sec trading: 0 I*3184306 Entity Type: Entity Charitable Name of OBA: Friends of the Children Address: Portland, Oregon, 97202 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/30/2025 Number of Hours: 50, Yearly Number of Hours during trading: 0, Yearly Duties: to support under-privileged youth with mentorship and education supporting an advisory board for fund raising and awareness spreading

Exams

• S66 Uniform Combined State Law Examination
  2018-11-29