Jack Devlin Burke

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Katy, TX
• 06/2022 → 08/2022
  Bank Of America Merrill Lynch
  Houston, TX
• 06/2021 → 08/2021
  Bank Of America Merrill Lynch
  Houston, TX
• 06/2019 → 08/2019
  Fizer, Beck, Webster, Bentley & Scroggins, P.C
  Houston, TX
• 06/2018 → 08/2018
  Fizer, Beck, Webster, Bentley & Scroggins, P.C
  Houston, TX
• 06/2018 → 08/2018
  Rice University, Jesse H. Jones Graduate School Of Business
  Houston, TX
• 08/2022 → 06/2023
  Unemployed
  Austin, TX
• 08/2021 → 05/2022
  Unemployed
  Austin, TX
• 08/2018 → 05/2019
  Unemployed
  Houston, TX
• 08/2019 → 05/2021
  Unemployed
  Austin, TX
• 08/2017 → 05/2018
  Unemployed
  Houston, TX
• 06/2017 → 08/2017
  Scott Frasier Homes, Llc
  Houston, TX
• 08/2016 → 05/2017
  Unemployed
  Houston, TX
• 08/2019 → 05/2023
  University Of Texas At Austin
  Austin, TX
• 08/2023 → Present
  Bank Of America N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Jack D Burke