Javier Estremera

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

• 05/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Guaynabo, PR
• 07/2015 → Present
  Bank Of America, N.A.
  Guaynabo, PR

Other Businesses

I*94456 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JB & JE INVESTMENT INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAN JUAN, 926 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 6/1/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BUY AND SELL OF REAL ESTATE I*2020303 , Entity Type,For Profit Name of OBA:Tiempiece787 by J E Address: San Juan,00926 Investment Related: NO Position, Title, Association: Owner Employee Start Date:10/03/2024 No Hours:4 MONTHLY No Hours during trading:0 Duties:YouTube channel focus in Watch Industry

Exams

• S66 Uniform Combined State Law Examination
  2009-10-06

Other Names

• Javier Estremera Muniz