John Edelman

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-04-28
MD	RA	APPROVED	2021-10-28
TX	RA	APPROVED	2021-07-31
VA	RA	APPROVED	2020-12-07
DC	RA	APPROVED	2020-11-09

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	05/2020	Present
James Madison University	Harrisonburg	VA	08/2016	06/2018
Rhone Apparel Inc	Stamford	CT	06/2018	08/2018
Bank Of America Merrill Lynch	Ashland	VA	06/2019	08/2019
James Madison University	Harrisonburg	VA	08/2019	05/2020
James Madison University	Harrisonburg	VA	08/2018	06/2019
University Recreation Center	Harrisonburg	VA	08/2017	05/2020
Bank Of America, N.A.	Washington	DC	08/2020	Present

05/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
08/2016 → 06/2018

James Madison University

Harrisonburg, VA
06/2018 → 08/2018

Rhone Apparel Inc

Stamford, CT
06/2019 → 08/2019

Bank Of America Merrill Lynch

Ashland, VA
08/2019 → 05/2020

James Madison University

Harrisonburg, VA
08/2018 → 06/2019

James Madison University

Harrisonburg, VA
08/2017 → 05/2020

University Recreation Center

Harrisonburg, VA
08/2020 → Present

Bank Of America, N.A.

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-22