Jason L Corzine

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

• 08/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Somerset, NJ
• 07/2011 → Present
  Bank Of America, N.A.
  San Diego, CA

Other Businesses

I*125256 Entity Type: Non-Profit Organization Name of outside business organization: Fresh Start Foundation Investment related: No Address of business: Carlsbad, California 92011 Position, title, association: Advisory Board Member, Start date of relationship: 8/30/2019Number of hours devoted: 2 hrs Quarterly Number of hours devoted during trading hours: 0 Duties: board member for not for profit organization. provide oversight of foundation and provide guidance to operating charity, Fresh Start Surgical Gifts. I*1473279 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Indio, California, 92201 Position, title, association: Co-owner with other family members, Start date of relationship: 10/1/2023 Number of hours devoted: 10 hrs Weekly Number of hours devoted during trading hours: 0 Duties: So owner of rental property I*2697275, Entity Type: For Profit, Name of OBA: JRC Capital Group LLC, Address: Sheridan, Wyoming, 82801, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee State Date: 07/28/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Duties: manage rental property, Holding company. I currently own a rental property in my trust, and I want to move it into an LLC for protection of my assets. I*3679305 Entity Type: Fiduciary role Name of OBA: C. Family Living Trust U/A DTD 12/12/2012 Address: San Diego, California, 92128 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 01/29/2026 Number of Hours: 12, Yearly Number of Hours during trading: 1, Yearly Duties: Trustee/ Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2006-11-17
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Other Names

• Jason Lee Corzine