Jeremiah J Massey

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 → 01/2022
  The Aspen Equity Group
  Waco, TX
• 11/2019 → 01/2020
  Unemployed
  Waco, TX
• 11/2018 → 11/2019
  Bbva
  Waco, TX
• 08/2018 → 10/2018
  Lift Moving
  Waco, TX
• 11/2015 → 07/2018
  New Life Church
  Colorado Springs, TX
• 01/2022 → 11/2023
  Thrivent Investment Management Inc
  Colorado Springs, CO
• 03/2022 → 07/2022
  Thrivent Financial
  Appleton, WI
• 07/2022 → 11/2023
  Thrivent Financial
  Appleton, WI
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 12/2023 → 12/2023
  Unemployeed
  Colorado Springs, CO
• 02/2024 → Present
  Bank Of America N.A.
  Colorado Springs, CO

Previous Registrations

• 2022-03-03 → 2023-12-06
  Thrivent Investment Management Inc.
  Colorado Springs, CO
  Minneapolis, MN
• 2020-11-20 → 2022-01-25
  The Aspen Equity Group
  Waco, TX

Other Businesses

I*1992260, Entity Type Entity For Profit, Name of OBA: Buck & Blaze Address: Colorado SpringsColorado80918 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/23/2024No Hours: 1 weekly No Hours during trading:0 Duties: The purpose of the business would be selling firewood. My role, as the owner, would be to buy the wood from a supplier, market the business online and by word of mouth and sell the wood to customers.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-18
• S65 Uniform Investment Adviser Law Examination
  2020-11-20

Other Names

• Jj Massey
• Jeremiah Josiah Massey