Matthew S Jimison

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vista, CA
• 06/2024 → 05/2026
  Unemployed
  San Diego , CA
• 05/2024 → 06/2024
  South Coast
  San Diego , CA
• 02/2024 → 05/2024
  Unemployed
  San Diego , CA
• 09/2023 → 12/2023
  South Coast
  San Diego , CA
• 05/2023 → 05/2023
  Ikea
  San Diego , CA
• 02/2021 → 02/2022
  Unemployed
  San Diego , CA
• 10/2020 → 02/2021
  James Capital Advisors
  Los Angeles, CA
• 02/2022 → 02/2024
  Seven Seven Cosmetics
  Folsom, CA
• 01/2016 → 01/2020
  University Of San Diego
  San Diego , CA
• 01/2020 → 10/2020
  Unemployed
  San Diego , CA
• 07/2026 → Present
  Bank Of America, N.A.
  Vista, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-30

Other Names

• Matt Scott Jimison