Malvea Ladonna Jones

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

• 05/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 06/2005 → 05/2018
  Wells Fargo Bank
  Raleigh, NC

Other Businesses

*115417 For profit or not for profit: For-Profit Organization Name of outside business organization: Hilton Garden Inn Investment related: N Address of business: Raleigh, North Carolina 27616 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 2/24/2014 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Hotel Front Desk Associate I*1779294 , Entity Type,For Profit Name of OBA: Mary Kay Address:Addison,TEXAS,75001 Investment Related:NO Position, Title, Association:Consultant/Independent Contractor Employee Start Date:05/01/2024 No Hours:1 MONTHLY No Hours during trading: 1 Duties:Makeup Sales - As a sales consultant I could sale Mary Kay products however I joined just for the employee discount on my personal purchases makeup and skin care products.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-23

Other Names

• Malvea Ladonna Lewis
• Ladonna Lewis
• Ladonna Jones
• Malvea Lewis
• Malvea Jones