Jason Boyer Roxby

Current Employers

Employment History

• 03/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
• 08/2009 → Present
  Bank Of America,Na
  Laguna Hills, CA

Other Businesses

I*2605295, Entity Type: Fiduciary role Name of OBA: A D & D B R Trust A, Address: Laguna Woods, California, 92637, Investment Related: No, Position, Title, Association: Co-Trustee, Employee State Date: 07/09/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Co-Trustee/Child/Grandchild I*2606282, Entity Type: Fiduciary role Name of OBA: D R IRA, Address: Laguna Woods, California, 92637, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/09/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Power of Attorney/Child/Grandchild I*: 2643286 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO D. B R. IRA FBO D. B R. Address: Laguna Niguel, CA 92677 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/09/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/ Parents I*: 2644272 Entity Type: Fiduciary role Name of OBA: A. D & D. B R. T. A Address: Laguna Niguel, CA 92677 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/09/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee / Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-30
• S63 Uniform Securities Agent State Law Examination
  1996-05-17

Other Names

• Jason B Roxby