Charles Mitchell Jarrett

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

• 10/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith, I
  Columbus, OH
• 10/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 12/2009 → Present
  Bank Of America, Na
  Columbus, OH

Other Businesses

I*696248 Entity Type: Charitable Name of outside business organization: Above Board Chamber Investment related: N Address of business: Fort Myers, Florida, 33903Nature of business: Charitable Organization Position, title, association: Committee, Other Start date of relationship: 2/10/2022Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 1 Duties: Provide monthly lunch meetings for Business Owners on topics of interest and networking. I will be part of Advisory Committee that recommends speaker topics once per year. I*1958258, Entity Type: Charitable, Name of OBA: Boy Scouts of America - Southwest Florida Council Address: Fort Myers, FL 33907 Investment Related: No Position, Title, Association: Employee Start Date:08/12/2024 No Hours: 2 hrs monthly No Hours during trading: Duties: Chair Fund Development Committee and assist in fund raising I*5108284 Entity Type: Charitable Name of OBA: Naples Sunrise Bay Toastmasters Address: Naples, Florida, 34109 Investment Related: No Position, Title, Association: Officer Employee Start Date: 07/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Improve communication skills Run all weekly weekly meetings, provide leadership for club growth and member education.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-17
• S63 Uniform Securities Agent State Law Examination
  1995-01-27

Other Names

• Charles M Jarrett