Jason Anthony Adamic

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

• 03/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 03/1997 → Present
  #Ia Merrill Lynch, Pierce, Fenner & Smit
  Vienna, VA
• 12/2009 → Present
  Bank Of America, Na
  Boston, MA

Other Businesses

I*4680297 Entity Type: Fiduciary role Name of OBA: A. Psychotherapy LLC SEP Address: Jamiaca Plain, Massachusetts, 2130 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/09/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Spouse I*4723289 Entity Type: N/A Name of OBA: L A Address: Jamaica Plain, Massachusetts, 2130 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/16/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse I*4723290 Entity Type: N/A Name of OBA: A M A Address: Jamaica Plain, Massachusetts, 2130 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/16/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-11
• S63 Uniform Securities Agent State Law Examination
  1995-10-02

Other Names

• Jason Anthony Adamic