John Patrick Donnelly

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

• 09/2001 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 12/2009 → Present
  Bank Of America,Na
  Houston, TX

Other Businesses

I*82195 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SUNTRUST BANK AND JOHN P DONNELLY AS SUCCESSOR CO- INVESTMENT RELATED: N ADDRESS OF BUSINESS: PLUMB STREET, HOUSTON, TEXAS 77005 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: FIDUCIARY, START DATE OF RELATIONSHIP: 6/18/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ACCOUNT NAME: SUNTRUST BANK AND JOHN P DONNELLY AS SUCCESSOR CO-TRUSTEES UNDER LAST WILL AND TESTAMENT DATED 12/14/1981 THIS IS TRUST FROM MY GRANDMOTHER I*505065 For profit or not for profit: Name of outside business organization: 1225 N Lake Way Investment related: N Address of business: Palm Beach, Florida, 33480 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/7/2021 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2002-10-04
• S63 Uniform Securities Agent State Law Examination
  1993-07-23