Joshua Mangatur Simangunsong

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

• 01/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2015 → 05/2017
  Loyola Marymount University
  Los Angeles, CA
• 05/2017 → 10/2017
  Unemployed
  Upland, CA
• 10/2017 → 04/2018
  Jp Morgan Chase
  New York, NY
• 04/2018 → 03/2019
  Unemployed
  Upland, CA
• 03/2019 → 04/2019
  Dollar Tree
  Upland, CA
• 04/2019 → 03/2020
  Peace Corps
  Pedro Ruiz Gallo
• 03/2020 → 09/2020
  Unemployed
  Upland, CA
• 09/2020 → 04/2021
  Johnny Rockets
  Rancho Cucamonga, CA
• 04/2021 → 07/2021
  Unemployed
  Upland, CA
• 07/2021 → 06/2022
  Johns Hopkins University
  Washington, DC
• 06/2022 → 09/2022
  Unemployed
  Upland, CA
• 09/2022 → 10/2023
  Deloitte Consulting Llp
  Los Angeles, CA
• 10/2023 → 01/2025
  Unemployed
  Upland, CA
• 07/2025 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-30

Other Names

• Joshua M Simangunsong