Jerfenson J Cerdamejia

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

• 10/2020 → 11/2021
  Td Ameritrade
  St. Louis, MO
• 07/2020 → 09/2020
  Kforce
  St. Louis, MO
• 05/2019 → 01/2020
  Arin Technologies
  Pittsburgh, PA
• 07/2017 → 08/2018
  Network For Teaching Entrepreneurship
  New York, NY
• 08/2016 → 05/2020
  Allegheny College
  Meadville, PA
• 02/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2021 → 02/2022
  Unemployed
  St. Louis, MO
• 01/2020 → 07/2020
  Unemployed
  St. Louis, MO
• 08/2018 → 05/2019
  Unemployed
  New York, NY
• 09/2015 → 07/2017
  Unemployed
  New York, NY
• 09/2020 → 10/2020
  Unemployed
  St. Louis, MO
• 01/2020 → 05/2020
  Allegheny College
  Meadville, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-23
• S63 Uniform Securities Agent State Law Examination
  2021-02-01

Other Names

• Jerferson Jose Cerda Mejia
• Jerfenson Jose Cerda Mejia