John Weinzelbaum

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

• 07/2017 → 01/2019
  Mass Mutual Life Insurance Co
  Chicago, IL
• 09/2018 → 01/2019
  Mml Investors Services, Llc
  Chicago, IL
• 08/2013 → 05/2017
  University Of Alabama
  Tuscaloosa, AL
• 01/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

I*127278 For profit or not for profit: Non-Profit Organization Name of outside business organization: Duck Unlimited Investment related: N Address of business: Memphis, Tennessee 38120 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 11/1/2017 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Ducks Unlimited is an American nonprofit organization 501(c) Ducks Unlimited Chicago Chapter: Sit on Board/Committee I help designing, planning, event operations, fundraising and guest invitations regarding DU Chicago annual banquet.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-26

Other Names

• John Weinzelbaum
• John Louis Weinzelbaum