Jeffery D Price

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

• 04/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2011 → Present
  Bank Of America,N.A.
  Southlake, TX

Other Businesses

I*2102266, Entity Type: Fiduciary, Name of OBA: G and R Newland Heritage Trust , Address: Flower Mound , Texas, 75022, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 11/22/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Fiduciary I*3833281 Entity Type: N/A Name of OBA: G N Heritage Trust Address: Flower Mound, Texas, 75022 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/15/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: God-child I*3834276 Entity Type: N/A Name of OBA: R N Heritage Trust Address: Flower Mound, Texas, 75022 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/15/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: God-child

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-21
• S63 Uniform Securities Agent State Law Examination
  1992-09-01

Other Names

• Jeff Price
• Jeff Denton Price
• Jeffrey Denton Price
• Jeffery Denton Price