John Joseph Laughlin

$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
TX	RA	APPROVED	2026-06-05
NY	RA	APPROVED	2026-04-20

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2025	Present
Unemployed	Ashburn	VA	02/2025	08/2025
Booz Allen Hamilton	Mclean	VA	09/2021	02/2025
Fbi	New York	NY	01/2020	08/2021
Target	Levittown	NY	06/2017	01/2020
Unemployed	New York	NY	09/2015	06/2017
Trueblue Inc.	Bethpage	NY	06/2016	09/2016
St John's University	Jamaica	NY	09/2015	05/2019

08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
02/2025 → 08/2025

Unemployed

Ashburn, VA
09/2021 → 02/2025

Booz Allen Hamilton

Mclean, VA
01/2020 → 08/2021

Fbi

New York, NY
06/2017 → 01/2020

Target

Levittown, NY
09/2015 → 06/2017

Unemployed

New York, NY
06/2016 → 09/2016

Trueblue Inc.

Bethpage, NY
09/2015 → 05/2019

St John's University

Jamaica, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-20