Edward Kunkel

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

• 07/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 12/2009 → Present
  Bank Of America,Na
  Austin, TX

Other Businesses

I*1397434 For profit or not for profit: Entity For Profit Name of outside business organization: NSJK Asset Management Investment related: N Address of business: austin, Texas, 78732, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/1/2024 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental Property I*1558281 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Sandestin, Florida, 32550, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-17
• S63 Uniform Securities Agent State Law Examination
  1994-09-28

Other Names

• Scott Kunkel
• Edward Scott Kunkel
• Scott Kunkel