Jesus Gamez

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

• 08/2021 → 04/2025
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 08/2021 → 04/2025
  J.P. Morgan Securities Llc
  Dallas, TX
• 01/2017 → 08/2018
  Evantage Inc
  Plano, TX
• 11/2015 → 12/2016
  Studio Movie Grill
  Dallas, TX
• 02/2018 → 03/2018
  American Residential Services
  Dallas, TX
• 03/2018 → 07/2021
  Wells Fargo Bank N.A.
  Waxahachie, TX
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 06/2025 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*4575276 Entity Type: Entity For Profit Name of OBA: jg mendoza productions llc Address: Desoto, Texas, 75115 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/11/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Youtuber, Posting AI Clips that might generate income through monetization. Passively Uploading content to Youtube

Exams

• S66 Uniform Combined State Law Examination
  2025-07-31
• S63 Uniform Securities Agent State Law Examination
  2021-10-15

Other Names

• Jesus Gamez Mendoza
• Jesus Gamez
• Jesus Mendoza Gamez