Jeremy Christian Doll

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

• 09/2015 → Present
  Bank Of America, N.A.
  Palmdale, CA
• 09/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palmdale, CA

Previous Registrations

• 2013-06-14 → 2013-12-31
  J.P. Morgan Securities Llc
  Lancaster, CA
• 2011-01-03 → 2012-09-28
  Wells Fargo Clearing Services, Llc
  Palmdale, CA
  Lynnwood, WA
  Seattle, WA
  Everett, WA
  Lake Stevens, WA
• 2006-03-27 → 2011-01-03
  Wells Fargo Investments, Llc
  Palmdale, CA
  Palmdale, CA
  Palmdale, CA
  Palmdale, CA

Other Businesses

I*135389 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jacob's Tent Investment related: N Address of business: Cleveland, Tennessee 37311 Nature of business: Charitable Organization, Position, title, association: Part-Time, Start date of relationship: 1/6/2021 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a Church. I will be leading the youth group.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-24