Jabaree Nathaniel Pearson

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

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith
  Charlotte, NC
• 01/2022 → 09/2022
  Gold Leaf Financial
  Charlotte, NC
• 11/2021 → 09/2022
  Wellcare Health Plans
  Charlotte, NC
• 03/2021 → 01/2022
  New York Life Insurance Company
  Charlotte, NC
• 10/2019 → 11/2021
  Carolina Complete Health
  Charlotte, NC
• 05/2019 → 07/2019
  26Th Judicial District Of North Carolina
  Charlotte, NC
• 08/2012 → 07/2020
  East Carolina University
  Greenville, NC
• 04/2017 → 12/2017
  The Vitamin Shoppe
  Pineville, NC
• 09/2016 → 02/2017
  Total Quality Logistics
  Charlotte, NC
• 11/2022 → Present
  Bank Of America, N.A.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-01-09

Other Names

• Jabaree Pearson
• Jay Pearson