Jerry Leon Inman

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

• 04/2005 → 04/2018
  Lpl Financial Services
  Charlotte, NC
• 05/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntersville, NC

Other Businesses

I*1439297 For profit or not for profit: Entity Charitable Name of outside business organization: Coach Ron Axselle Scholarship Investment related: N Address of business: Richmond, Virginia, 23219, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 8/22/2023 Number of hours devoted: 4 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Director, on the Board of Directors

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-30
• S63 Uniform Securities Agent State Law Examination
  1994-06-10

Other Names

• Jerry Leon Inman
• Jerry L Inman
• Jerry Inman