Jeffery A. Terrill

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

• 09/2011 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Portland, OR
• 03/2012 → Present
  Bank Of America, N.A.
  Portland, OR

Previous Registrations

• 2009-06-01 → 2011-10-26
  Morgan Stanley
  Portland, OR
• 2009-02-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Portland, OR

Other Businesses

I*1981268 Entity Charitable Name of OBA: JDRF International Address: Seattle, Washington, 98161 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/17/2024 No Hours: 24 No Hours during trading: 0 Duties: My role on the board will be to provide time, talent, treasure (i.e., fundraising) and ties, all in an effort to achieve the mission of finding a cure for Type 1 DBTS (T1D).

Exams

• S66 Uniform Combined State Law Examination
  2009-01-26