Jason Lamont Bird

Current Employers

Employment History

• 07/2016 → 06/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 06/2019
  Mml Investors Services, Llc
  Williamsville, NY
• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
• 08/2019 → Present
  Bank Of America, N.A.
  Williamsville, NY

Previous Registrations

• 2010-09-20 → 2012-06-19
  Equitable Advisors, Llc
  Troy, MI
  Detroit, MI
  Williamsville, NY

Other Businesses

I*132908For profit or not for profit: Non-Profit OrganizationName of outside business organization: University at Buffalo Foundation Inc.Investment related: NoAddress of business: Buffalo, New York Nature of business: Charitable OrganizationPosition, title, association: TrusteeStart date of relationship: 8/31/2020Number of hours devoted: 4 hrs MthlyNumber of hours devoted during trading hours: 0Duties: Supporting the Universities strategic goals by: Providing advice and counsel on certain aspects of philanthropy and fundraising. Managing gifts and grants for the betterment of UB.I*844239For profit or not for profit: Entity CharitableName of outside business organization: SOUTHERN EDUCATION FOUNDATIONInvestment related: NOAddress of business: ATLANTA, Georgia, 30303Nature of business: Charitable OrganizationPosition, title, association: Committee, Investment committeeStart date of relationship: 7/1/2022Number of hours devoted: 2 hrs MthlyNumber of hours devoted during trading hours: 1Duties: The Southern Education Foundation is a research, policy, advocacy and leadership development organization that works to advance education opportunity for underserved students. Help the organization steward it's resources by participating in committee meetings designed to ensure the foundation assets are being prudently invested in accordance with its investment policies and in alignment with its mission. I*3802285 Entity Type: Entity Charitable Name of OBA: THE JOHN R OISHEI FOUNDATION Address: Buffalo, New York, 14210 Investment Related: Yes Position, Title, Association: Board Member,Director Employee Start Date: 07/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 2, Monthly Duties: We work with communities to change systems and build financial prosperity for a racially just, vibrant Buffalo-Niagara region. The purpose of the organization is to fulfill its mission to work with communities to change systems and build financial prosperity for a racially just, vibrant Buffalo-Niagara region, with the vision of a thriving, prosperous community for all, where diversity is our strength. Support and steward the mission of the foundation as a member of the Board of Directors by adding experience and deepening the foundation's connections with the organizations and individuals dedicated to building a thriving Buffalo. As a member of the Board of Directors the role and responsibilities are centered around ensure the alignment and progression of the Foundation's mission, vision, and values, add perspective that helps guide the organization on strategy, innovation, and impact related to strategic initiatives that advance racial equity and shared prosperity through systems change. Board members are asked to serve on at least one committee and I would serve on the investment committee which has 5 members. I would not have access to funds or accounts is this role. I would be participating as a board and committee member where financial and investment accounts are only viewed and managed by the Foundations fiduciary investment advisors and staff.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-17

Other Names

• Jason Lamont Bird
• Jason Bird