Logan Wolf

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

• 07/2019 → 12/2020
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 07/2019 → 12/2020
  Jpmorgan Securities, Llc.
  Miami, FL
• 05/2018 → 08/2018
  J.P. Morgan
  Miami, FL
• 09/2017 → 01/2018
  Lloyd Crescendo Advisors
  Miami, FL
• 01/2018 → 06/2018
  University Of Miami
  Coral Gables, FL
• 08/2018 → 05/2019
  University Of Miami
  Coral Gables, FL
• 05/2017 → 09/2017
  University Of Miami Office Of The General Counsel
  Coral Gables, FL
• 09/2016 → 05/2017
  University Of Miami
  Coral Gables, FL
• 12/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 04/2021 → Present
  Bank Of America, N.A.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-03-12
• S63 Uniform Securities Agent State Law Examination
  2019-09-10

Other Names

• Logan Bailey Wolf