Jeff Schuetts

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

• 07/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flower Mound, TX
• 12/2009 → Present
  Bank Of America, Na
  Flower Mound, TX

Previous Registrations

• 2003-08-22 → 2007-07-17
  Lpl Financial Llc
  Flower Mound, TX
  Flower Mound, TX

Other Businesses

I*468079 For profit or not for profit: Entity Governmental Name of outside business organization: Denton County Housing Finance Corporation Investment related: N Address of business: Denton, Texas, 76201 Nature of business: Position, title, association: ["Board Member"], Start date of relationship: 12/22/2014 Number of hours devoted: 1.67 hour(s) Monthly Number of hours devoted during trading hours: 1.67 Duties: , Provides low cost loans for housing assistance Governance

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-28
• S63 Uniform Securities Agent State Law Examination
  1995-05-15

Designations

• Certified Financial Planner

Other Names

• Jeff Schuetts
• Jeffrey Allen Schuetts