Andrew J Pence

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

• 06/2018 → 12/2020
  Jackson National Life Distributors Llc
  Franklin, TN
• 09/2015 → 05/2019
  Michigan State University
  East Lansing, MI
• 01/2018 → 06/2018
  Lansing Regional Chamber Of Commerce
  Lansing, MI
• 05/2017 → 08/2017
  Frontier Promotions
  Ferndale, MI
• 05/2016 → 11/2016
  Forest Akers Golf Course
  East Lansing, MI
• 01/2015 → 05/2018
  Jimmy Johns
  East Lansing, MI
• 05/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Lansing, MI
• 01/2021 → 05/2021
  Unemployed
  Nashville, TN
• 12/2021 → Present
  Bank Of America, N.A.
  East Lansing, MI

Other Businesses

I*1472286 For profit or not for profit: Name of outside business organization: Holy Cross Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , I will be on a committee helping to organize "Homeless No More" a charity event for the homeless in Lansing, MI

Exams

• S66 Uniform Combined State Law Examination
  2021-10-29
• S63 Uniform Securities Agent State Law Examination
  2019-09-20

Other Names

• Andrew Jerry Pence