Jefferson Lee Cross

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

• 04/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Knoxville, TN
• 12/2009 → Present
  Bank Of America, N.A.
  Knoxville, TN

Other Businesses

I*96044 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WEST HILLS BAPTIST CHURCH INVESTMENT RELATED: N ADDRESS OF BUSINESS: 254 WINSTON RD, KNOXVILLE, TENNESSEE 37919 NATURE OF BUSINESS: OTHER, CHURCH POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 42125 NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS MY CHURCH. I WAS ON A PASTOR SELECTION COMMITTEE AND AM CURRENTLY ON A COMMITTEE THAT OVERSEES SMALL GROUPS WITHIN THE CHURCH

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-08
• S65 Uniform Investment Adviser Law Examination
  1996-07-08

Other Names

• Lee Cross
• Jefferson L Cross