John Burns Myers

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

• 07/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2009 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2000-03-17 → 2002-08-27
  Robertson Stephens, Inc.
  San Francisco, CA

Other Businesses

I*2699262, Entity Type, Name of OBA: J B M EXEC EST OF S M B Address: San RafaelCalifornia94901 Investment Related: No Position, Title, Association: Executor Employee Start Date:08/05/2025 No Hours: 3 weekly No Hours during trading: 2 weekly Duties: Executor/Self, Siblings

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-17
• S63 Uniform Securities Agent State Law Examination
  1990-12-27

Other Names

• John B Meyers