Jonathan B Black

Current Employers

Employment History

• 03/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Fort Worth, TX
• 07/2011 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2006-04-10 → 2007-03-30
  Rbc Capital Markets, Llc
  Fort Worth, TX
  Forth Worth, TX

Other Businesses

I*77402FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: COASTAL CONSERVATION ASSOCIATIONINVESTMENT RELATED: NADDRESS OF BUSINESS: HOUSTON, TEXAS 77024NATURE OF BUSINESS: CHARITABLE ORGANIZATIONPOSITION, TITLE, ASSOCIATION: COMMITTEE MEMBERSTART DATE OF RELATIONSHIP: 12/8/2014NUMBER OF HOURS DEVOTED: 30 HRS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4DUTIES: WE HOST 3 ANNUAL FUNDRAISERS TO RAISE MONEY TO SUPPORT THE OVERALL ORGANIZATION I*542236For profit or not for profit: Entity CharitableName of outside business organization: The Leukemia & Lymphoma Society, Inc.Investment related: NAddress of business: Rye Brook, New York 10573Nature of business: Charitable OrganizationPosition, title, association: Committee, Nominating committeeStart date of relationship: 10/7/2021Number of hours devoted: 1 hr MthlyNumber of hours devoted during trading hours: 1Duties: Fundraising. My role is to introduce others to the fundraising opportunity but not to ask for donations. I*: 2100358Entity Type: LLC Name of OBA: R. B. Family LLCAddress: Atlanta, Texas 75551Investment Related: NoPosition, Title, Association: Executor Employee Start Date: 12/2024Number of Hours: 0Number of Hours during trading: 0Duties: Executor of the family LLC to ensure distributions according to R. B.'s written instruction I*2109318, Entity Type: Fiduciary, Name of OBA: JQ Adams Sr Family irrevocable trust FBO s a, Address: southlake, Texas, 76092, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 28-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2109319, Entity Type: Fiduciary, Name of OBA: JQ Adams Sr Family irrevocable trust FBO J B, Address: southlake, Texas, 76092, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 28-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2109320, Entity Type: Fiduciary, Name of OBA: JQ Adams Sr Family irrevocable trust FBO J B, Address: southlake, Texas, 76092, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 28-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:I*2110262, Entity Type: Fiduciary, Name of OBA: JQ Adams Sr Family irrevocable trust FBO J B, Address: southlake, Texas, 76092, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date:28-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2790301, Entity Type: , Name of OBA: jq&p a fam non-gst trust, Address: southlake, Texas, 76092, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/27/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*4434273, Entity Type: , Name of OBA: J B B TTEE J Q A JR TTEE U/A DTD 01/21/2024 , Address: southlake, Texas, 76092, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/16/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2006-04-07
• S63 Uniform Securities Agent State Law Examination
  2006-02-24