Jonathan Rowe Greer

Current Employers

Employment History

• 04/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
• 06/2013 → Present
  Bank Of America, N.A.
  Newton, MA

Previous Registrations

• 2009-06-01 → 2009-12-31
  Morgan Stanley
  Wellesley, MA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Wellesley, MA
• 2006-10-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Wellesley, MA
• 1997-09-10 → 2006-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Chestnut Hill, MA
  Boston, MA

Other Businesses

(2) FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: M L G CHILDRENS FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:6 ELIAS LANE, MILTON, MA 02186NATURE OF BUSINESS: THIS IS A FOUNDATION SET UP AFTER MY BROTHER PASSED AWAY 5 YEARS AGO. WE RAISE MONEY BY DOING AN ANNUAL GOLF OUTING AND WE DONATE TO CHILDRENS CAUSES.POSITION, TITLE, ASSOCIATION: TRUSTEESTART DATE OF RELATIONSHIP: 04/16/2010NUMBER OF HOURS DEVOTED: 18 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FUNDARISING I*1436263For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: St. George's, , GE03, BermudaNature of business: Position, title, association: Sole owner, Start date of relationship: 8/14/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*3296268, Entity Type: , Name of OBA: MLPF& S CUST FPO S R G RRA FBO S R G, Address: Chestnut Hill, Massachusetts, 02467, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/09/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*3298266, Entity Type: , Name of OBA: MLPF& S CUST FPO C R G, Address: Chestnut Hill, Massachusetts, 02467, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/10/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-02
• S63 Uniform Securities Agent State Law Examination
  1994-02-25