Jackson K Evans

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

• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Macon, GA
• 04/2021 → 02/2024
  South State Bank
  Savannah, GA
• 05/2020 → 02/2021
  Ims Management Llc
  Statesboro, GA
• 08/2019 → 12/2020
  Georgia Southern University
  Statesboro, GA
• 05/2019 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Macon, GA
• 08/2018 → 05/2019
  Georgia Southern University
  Statesboro, GA
• 06/2018 → 08/2018
  Elite Concrete
  Bloomingdale, GA
• 08/2017 → 05/2018
  Georgia Southern University
  Statesboro, GA
• 05/2017 → 08/2017
  Cuscowilla Country Club
  Eatonton, GA
• 08/2015 → 05/2017
  Georgia Southern University
  Statesboro, GA
• 02/2024 → Present
  Bank Of America N.A.
  Macon, GA

Exams

• S66 Uniform Combined State Law Examination
  2024-06-25

Other Names

• Jackson King Evans