John William Joyce

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

• 07/2025 → 07/2026
  Ubs Financial Services, Inc
  Weehawken, NJ
• 06/2024 → 08/2024
  Charter Holdings
  Dallas, TX
• 05/2023 → 07/2023
  Hamilton Capital Partners
  Atlanta, GA
• 12/2021 → 07/2022
  Onward Reserve
  Atlanta, GA
• 09/2020 → 10/2021
  Chick-Fil-A
  Atlanta, GA
• 08/2020 → 03/2021
  Coldstone Creamery
  Atlanta, GA
• 08/2014 → 05/2021
  Holy Innocents Episcopal School
  Atlanta, GA
• 08/2024 → 05/2025
  Southern Methodist University
  Dallas, TX
• 08/2023 → 05/2024
  Southern Methodist University
  Dallas, TX
• 08/2022 → 05/2023
  Southern Methodist University
  Dallas, TX
• 08/2021 → 05/2022
  Southern Methodist University
  Dallas, TX
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2025-10-15 → 2026-08-03
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10

Other Names

• Jack Joyce
• John Joyce