James Matthew Coleman

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-03-18
NH	RA	APPROVED	2021-07-08
TX	RA	APPROVED	2020-09-29
FL	RA	APPROVED	2020-09-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	10/2019	06/2021
Frederica Township	Saint Simons Island	GA	07/2019	10/2019
University Of Georgia	Athens	GA	08/2018	05/2019
Ameris Bank	Brunswick	GA	05/2018	08/2018
University Of Georgia	Athens	GA	08/2017	05/2018
Brunswick Landing Marina	Brunswick	GA	05/2017	08/2017
University Of Georgia	Athens	GA	08/2016	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	06/2021	Present
Bank Of America, N.A.	Jacksonville	FL	07/2021	Present

10/2019 → 06/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
07/2019 → 10/2019

Frederica Township

Saint Simons Island, GA
08/2018 → 05/2019

University Of Georgia

Athens, GA
05/2018 → 08/2018

Ameris Bank

Brunswick, GA
08/2017 → 05/2018

University Of Georgia

Athens, GA
05/2017 → 08/2017

Brunswick Landing Marina

Brunswick, GA
08/2016 → 05/2017

University Of Georgia

Athens, GA
06/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
07/2021 → Present

Bank Of America, N.A.

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-10

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