Colin Jerding

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

• 09/2016 → 01/2019
  Merrill Lynch
  Houston, TX
• 06/2016 → 09/2016
  St. Johns
  Houston, TX
• 09/2015 → 06/2019
  Baylor Univeristy
  Waco, TX
• 06/2019 → 05/2023
  Fidelity Investments
  Westlake, TX
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2023 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

OAA#: 62277 | Org Name:Jerding Properties 3 llc | Org Addr:Cypress, TX, US | Nature of Bus:Real Estate | Invst Rel:Y | Title:owner | Duties:drive by properties at least once a year and observe exterior | Start Dt:01/01/2016 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0 For profit or not for profit: For Profit Name of outside business organization: Jerding Property 3 Investment related: Real estate Address of business:Cypress, TX 77429 Nature of business: Rental Properties Compensation for Activity (Yes/No only): no Position, title, associationMinority Shareholder Start date of relationship: 12/31/2020 I was gifted the shares Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: none

Exams

• S66 Uniform Combined State Law Examination
  2023-06-21
• S63 Uniform Securities Agent State Law Examination
  2019-09-18

Other Names

• Colin Jerding
• Colin Michael Jerding