John Gray Restarick Pou

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

• 04/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA
• 05/2011 → Present
  Bank Of America, N.A.
  Shreveport, LA

Other Businesses

I*2172295, Entity Type: , Name of OBA: East Ridge Country Club, Address: Shreveport, Louisiana, 71106, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: board member of my country club I will be 1 of 10 board members that oversees East Ridge Country Club, which entails a golf course, tennis facility, and pool. We will be looking at ways to improve the facilities, enhance client experience at the club, and increase our membership. We will meet once a month with the golf pro, tennis pro, pool manager, general manager of the club, head chef.....to listen to feedback of what is needed to make the club the best in Shreveport. Then, we will try to implement changes to the club based on the feedback.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-26
• S63 Uniform Securities Agent State Law Examination
  2005-10-06

Other Names

• John Gary Restarick Pou