Jason Bolin He

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

• 03/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2016 → 03/2017
  Orchard Supply Hardware
  San Francisco, CA
• 03/2017 → 04/2018
  Bank Of America, National Association
  San Francisco, CA
• 04/2018 → 04/2019
  Bank Of America, National Association
  San Francisco, CA
• 04/2019 → 05/2021
  Bank Of America, National Association
  San Francisco, CA
• 07/2023 → 06/2025
  Bank Of America, National Association
  San Francisco, CA
• 05/2021 → 07/2023
  Bank Of America, National Association
  San Francisco, CA
• 06/2015 → 03/2017
  Real Estate Studying
  San Francisco, CA
• 07/2025 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*: 2564272 Entity Type: For Profit Name: J H Sole Prop Investment Related: No Address: San Francisco, CA 94122 Position: Owner Start Date: 12/22/2021 Hours per month: 5 hours per month Hours devoted to business during securities trading hours: 0 Duties: manage rental operations I*: 2564278 Entity Type: For Profit Name: H LLC Investment related: No Address: San Francisco, CA 94110 Title - Managing Member Start Date: 01/22/2025 Approximate hours per month: 5 hours mthly Hours devoted to business during securities trading hours: 0 Duties: family-owned residential and commercial rental property held under LLC Assist with oversight, other members handle most management duties

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02