Joshua Watson

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

• 08/2015 → 11/2016
  Wright Patt Credit Union
  Englewood, OH
• 12/2016 → 09/2017
  Mainsource Bank
  Sharonville, OH
• 09/2017 → 11/2018
  Fifth Third Bank
  Centerville, OH
• 12/2018 → 11/2021
  Jpmorgan Chase Bank, N.A.
  Miamisburg, OH
• 12/2018 → 09/2020
  J.P. Morgan Securities, Llc
  Miamisburg, OH
• 02/2022 → 05/2022
  J.P. Morgan Securities Llc
  Westerville, OH
• 02/2022 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Westerville, OH
• 11/2021 → 01/2022
  Alex Ottney Llc
  Lewis Center, OH
• 10/2021 → Present
  Doordash
  Lewis Center, OH
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Powell, OH
• 09/2022 → Present
  Bank Of America, N.A.
  Powell, OH

Other Businesses

I also do doordash on the weekend for fun.I do a hour or two on the weekends and I deliver food or grocery shop for customer. Other Business Information: the name of the other business: Doordash Started 10/15/2021 and 0 hours during working hours. I work sometimes on the weekend from 7pm-9pm.Business is not investment related. the address of the other business: There is no location to report to so I use my residential: address 6892 trail path dr,lewis center ohio 43035 the nature of the other business: delivery of food your position: delivery driver of food title, or relationship with the other business: independent contractor the start date of your relationship:10/15/2021 the approximate number of hours/month you devote to the other business:2 -3 hours on the weekend no set schedule, usually in the evenings around dinner 7pm-9pm. the number of hours you devote to the other business during securities trading hours: 0 hours and briefly describe your duties relating to the other business: Delivery driver

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14
• S63 Uniform Securities Agent State Law Examination
  2022-04-14

Other Names

• Joshua Watson
• Joshua D Watson
• Joshua D. Watson