Jonathan Erik Greenfield

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

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2018 → 12/2021
  Factset Research Systems
  New York, NY
• 05/2018 → 09/2018
  Unemployed
  West Hartford, CT
• 08/2014 → 05/2018
  University Of Delaware
  Newark, DE
• 06/2017 → 08/2017
  Citibank
  New Castle, DE
• 05/2016 → 11/2016
  Northwestern Mutual
  West Hartford, CT

Other Businesses

I*4842296, Entity Type: Entity For Profit, Name of OBA: Mont House LLC, Address: Ludlow, Vermont, 05149, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 08/17/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Helping coordinate bill pay, and rentals in the future (have not rented yet) LLC owning a family vacation rental property

Exams

• S66 Uniform Combined State Law Examination
  2022-04-12

Other Names

• Jonathan Greenfield
• Jon Greenfield