Johanna L Melo

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

• 02/2020 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 02/2013 → 02/2018
  Ritz Carlton
  Key Biscayne, FL
• 02/2018 → 08/2019
  Jq Group
  Miami, FL
• 11/2019 → 01/2020
  Amida Wealth Advisors
  Miami, FL
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2023 → 04/2024
  Amida Wealth Advisors
  Miami, FL
• 10/2019 → 12/2019
  Rapha Racing Llc
  Miami, FL

Previous Registrations

• 2021-10-12 → 2023-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  New York, NY

Other Businesses

I*1909265, Entity Type, Entity for Profit, Name of OBA: JMZC INVESTMENTS, LLC, Address: Miami, FL, 33156, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 11/11/2023, No Hours: 0, No Hours during trading: 0, Duties: This LLC was opened while I was a 1099 employee and I received payments for my work through this LLC. Currently is active, but has no activity or any purpose and it will not have. I was a 1099 employee for Amida Wealth Advisors doing business development, previous to working for Merrill Lynch during the period of August 2023- March 2024. I*1908263, Entity Type, Entity for Profit, Name of OBA: INSIDE EDGE PERFORMANCE, LLC, Address: Miami, FL, 33156, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 03/20/2024, No Hours: 0, No Hours during trading: 0, Duties: Coaching business, I have no responsibilities or receive any compensation. I am just listed as the Marketing Manager but I am not involved in any business activity of this LLC.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08

Other Names

• Johanna Melo
• Johanna Lucia
• Johanna L Melo
• Johanna Lucia Melo