Jo'ANthony Raul Conde Schmidt

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

• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Forth Worth, TX
• 06/2024 → 06/2025
  Springhill Suites Dallas Dfw Airport South Centreport
  Fort Worth, TX
• 12/2022 → 01/2024
  Reimer's Milk Production Company
  Rantrum
• 09/2022 → 12/2022
  Amazon
  Irving, TX
• 02/2022 → 09/2022
  Sunrise Wood Designs
  Dallas, TX
• 06/2019 → 02/2022
  Bockholdt
  Husum
• 12/2018 → 06/2019
  Mcdonald's
  Husum
• 04/2016 → 12/2018
  Publix Super Market At Berkshire Commons
  Naples, FL
• 08/2015 → 05/2018
  Golden Gate High School
  Naples, FL
• 01/2024 → 06/2024
  Aldi
  Irving, TX
• 01/2024 → 01/2024
  Walmart
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-11-13

Other Names

• Jo'ANthony Raul Vargas Conde