John Arthur Mcgowan

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

• 05/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 08/2019 → 05/2020
  Hobart College
  Geneva, NY
• 06/2019 → 08/2019
  Bank Of America
  Boston, MA
• 08/2018 → 06/2019
  Hobart College
  Geneva, NY
• 05/2018 → 08/2018
  Gentle Giant Moving Company
  Somerville, MA
• 08/2017 → 05/2018
  Hobart College
  Geneva, NY
• 06/2017 → 08/2017
  Alpha Pension Group
  Lexington, MA
• 08/2016 → 06/2017
  Hobart College
  Geneva, NY
• 06/2016 → 05/2017
  Winchester Boat Club
  Winchester, MA
• 12/2016 → 12/2017
  Ups
  Woburn, MA
• 03/2016 → 01/2017
  Avenue Management
  Woburn, MA
• 11/2021 → Present
  Bank Of America, N.A.
  Boston, MA
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25

Other Names

• John A Mcgowan
• Jack A Mcgowan
• John Mcgowan