J Charles Kepley

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roanoke, VA
• 07/2011 → Present
  Bank Of America, N.A.
  Roanoke, VA

Previous Registrations

• 1998-01-07 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Roanoke, VA
  Roanoke, VA

Other Businesses

I*8233 ENTITY TYPE: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JCS PALLADIAN INVESTMENT RELATED: NO ADDRESS OF BUSINESS: ROANOKE, VIRGINIA 24019 POSITION, TITLE, ASSOCIATION: LIMITED PARTNER START DATE OF RELATIONSHIP: 9/15/2005 NUMBER OF HOURS DEVOTED: 2 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESIDENTIAL RENTAL UNITS: 1 APARTMENT BUILDING AND 2 DUPLEXES I*123521 Entity Type; For-Profit Organization Name of outside business organization: Terrace Paladian Investment related: No Address of business: Roanoke, Virginia 24015 Position, title, association: Family Held Start date of relationship: 9/14/2018 Number of hours devoted: 3 hrs Mthly Number of hours devoted during trading hours: 0 Duties: LLC owns a duplex in Raleigh Court, Roanoke VA. I am one of the LLC owner/partners. I*1868286, Entity Type Fiduciary role Name of OBA: JCK Trust Address: Roanoke, Virginia, 24014 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 05-Jun-2024 No Hours: 0 No Hours during trading: 0 Duties: Trustee I*3104266 Entity Type: For Profit Name of OBA: Kepley Realty LLC Address: Roanoke, Virginia, 24016 Investment Related: No Position, Title, Association: Employee Start Date: 11/01/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Residential Rental Property. Assisting and advising a family member (Mother) concerning the residential rental property to include coordinating maintenance worker visits.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-07-12
• S63 Uniform Securities Agent State Law Examination
  1989-12-28

Other Names

• John Charles Kepley
• J C Kepley