Jay Joseph Merrill

Current Employers

Employment History

• 04/2014 → Present
  Lincoln Investment Planning
  Wyncote, PA
• 04/2014 → Present
  Clifford & Rano Associates
  Worcester, MA
• 05/2014 → Present
  Banner Life Insurance
  Frederick, MD
• 10/2014 → 11/2022
  American General Life Insurance Company
  Houston, TX

Other Businesses

PRUDENTIAL LIFE INSURANCE POSITION: Soliciting Life Insurance Business NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2016 ADDRESS: 751 Broad St, Newark NJ 07102 DESCRIPTION: I am soliciting life insurance business for Prudential BANNER LIFE INSURANCE POSITION: I intend to sell life insurance for this company NATURE: Term Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/12/2014 ADDRESS: 3275 Bennett Creek Avenue, Frederick MD 21704, United States DESCRIPTION: I am selling life insurance that is placed through a general agent and not Lincoln Investment. BNI MASS POSITION: Member NATURE: Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/19/2015 ADDRESS: 111 Boston Post Rd, Sudbury MA 01776, United States DESCRIPTION: I am a Member of the chapter that attempts to network to create more business opportunities MUTUAL OF OMAHA POSITION: Insurance Agent NATURE: Soliciting Insurance Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2016 ADDRESS: 330 Mutual of Omaha Plaza, Omaha NE 68175, United States DESCRIPTION: I am soliciting Life and Long Term Care Insurance Business LINCOLN NATIONAL LIFE INSURANCE POSITION: I am soliciting Life Insurance for them. NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 1300 South Clinton St, Fort Wayne IN 46802-3506, United States DESCRIPTION: Life Insurance sales PRINCIPAL LIFE INSURANCE POSITION: Independent Contractor - Life insurance Sales NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2015 ADDRESS: One New York Plaza, New York NY 10004, United States DESCRIPTION: I am soliciting life insurance business for prudential PAXTON LITTLE LEAGUE POSITION: I will be the treasurer for the upcoming baseball year. NATURE: Little League Baseball INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2021 ADDRESS: 697 Pleasant St, Paxton MA 01612, United States DESCRIPTION: I will be responsible for managing expenses, paying bills, and reporting to the board on a monthly basis. MCGRATH & MERRILL ASSOCIATES, INC. POSITION: Treasurer, Secretary, 50% owner NATURE: Independent Financial Advisor Office INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2023 ADDRESS: 57 Cedar St, Worcester MA 01609, United States DESCRIPTION: Sara McGrath and myself are in the process of purchasing the independent branch of Clifford & Rano Associates, Inc. We will continue to do business as Clifford & Rano, Inc. This new company is for the sole purpose of management and operation of the branch. We will not be using the corp for operation purposes until January 1 2023.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-20
• S63 Uniform Securities Agent State Law Examination
  2009-12-30

Other Names

• John Merrill
• Jay Merrill
• John Joseph Merrill