James Michael Powlesland

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

• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2013 → 05/2017
  Boston College
  Chesnut Hill, MA
• 11/2022 → 07/2023
  Hellenic Navy
  Athens
• 08/2020 → 05/2022
  Georgetown University Mcdonough School Of Business
  Washington, DC
• 06/2021 → 08/2021
  International Finance Corporation
  Washington, DC
• 06/2021 → 08/2021
  Deloitte
  Washington, DC
• 03/2022 → 05/2022
  Lithon
  Windhoek
• 12/2024 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2020-02-07 → 2021-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dorchester, MA
  New York, NY
  Boston, MA
  Boston, MA
  Boston, MA
  New York, NY
  Boston, MA
  Boston, MA

Other Businesses

the name of the other business; I own a condo in Athens, Greece. whether the business is investment-related; The condo is leased out to a tenantthe address of the other business; Kallithea, 17676, GRthe nature of the other business; Residential Real Estateyour position; Ownerthe start date of your relationship; 05/23/2022the approximate number of hours/month you devote to the other business; 0the number of hours you devote to the other business during securities trading hours; 0and briefly describe your duties relating to the other business; I own the property. My mother, who still resides in Greece, manages the property. Thus, I am not involved in its operations in any way, shape or form. I*1868272, Entity Type: Entity Charitable, Name of OBA: Better Speaking Habits, Address: Boston, MA, 02110, Investment Related: No, Position, Title, Association: Treasurer, Employee Start Date: 07/15/2024, No Hours: 2hrs/Weekly, No Hours during trading: 2, Duties: I will be the treasurer of Better Speaking Habits, a Toastmasters club being established at 100 Federal St exclusively for BofA employees. Toastmasters is a 501(c)(3) organization that promotes public speaking practice and professional development and works with various firms to establish local corporate clubs for their employees. As a treasurer, my duties will include the following: Maintain accurate and up-to-date expense records for club supplies Track expenses for club supplies Work with Secretary and SAA on club supply purchases including submission of expense reports Share quarterly record of budget with Bank of America Toastmasters @Work Finance Lead each quarter Oversee and facilitate club meetings if another member or officer cannot fill the Toastmaster role Compliance with Toastmasters International standards and procedures.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-06

Other Names

• James Powlesland