John Charles Grant

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

• 04/2021 → 05/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2019 → 09/2019
  Southern Valet
  Columbia, SC
• 08/2017 → 09/2017
  White Duck Taco
  Columbia, SC
• 08/2016 → 12/2020
  University Of South Carolina
  Columbia, SC
• 12/2020 → 04/2021
  Unemployed
  Columbia, SC
• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 12/2024 → Present
  Bank Of America, N.A
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-08-29
• S63 Uniform Securities Agent State Law Examination
  2021-07-08

Other Names

• John Charles Grant
• Jack Grant
• John Grant