Kirk Jason Wolford

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

• 12/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bsoton, MA
• 12/2009 → Present
  Bank Of America, Na
  Boston, MA

Other Businesses

I*543234, Entity Type: Entity Charitable, Name of OBA: Derby Academy, Address: Hingham, Massachusetts 02043, Investment Related: Y, Position, Title, Association: Committee, Employee Start Date: 11/01/2021, No Hours: 4, No Hours during trading: 0, Duties: co-chair the endowment committee, reports to the finance committee that reports to the board of trustee's. Derby has engaged a RIA to manage the endowment in a discretionary OCIO capacity. They are forming the committee to monitor the investment manager and provide feed back. 5 members on the committe

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-27
• S63 Uniform Securities Agent State Law Examination
  1993-09-16