James R Meetze

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

• 08/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 10/2017 → Present
  Bank Of America, N.A.
  Chandler, AZ

Previous Registrations

• 2011-01-05 → 2014-08-15
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

I*107245 For profit or not for profit: For-Profit Organization Name of outside business organization: Reel Steel Inc Investment related: N Address of business: Phoenix, Arizona 85046 Nature of business: S-Corp, Position, title, association: Part-Time, Start date of relationship: 7/22/2017 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: It is a construction and special trade contractors. I will be doing labor on refinishing homes and pools

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30

Other Names

• Ryan Meetze
• J Ryan Meetze
• James Ryan Meetze