Jonathon James Kugler

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

• 06/2021 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clinton Township, MI
• 09/2011 → 12/2018
  Mden Inc
  Yipsilanti, MI
• 04/2015 → 09/2018
  Mens Wearhouse
  Brighton, MI
• 11/2021 → 10/2022
  Fidelity Investments
  Merrimack, NH
• 08/2016 → 08/2018
  Northwood University
  Midland, MI
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
• 09/2018 → 11/2021
  Bank Of America, N.A.
  Novi, MI
• 10/2022 → 06/2023
  Fidelity Investments
  Farmington Hills, MI

Previous Registrations

• 2022-09-26 → 2023-06-27
  Fidelity Personal And Workplace Advisors
  South Lyon, MI
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-02-02

Other Names

• Jonathon James Kugler
• Jonathon J Kugler