Jerad Chao

Current Employers

Employment History

• 06/2015 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
• 06/2015 → 04/2022
  Bank Of America, N.A.
  Santa Monica, CA
• 04/2022 → Present
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA

Previous Registrations

• 2015-06-12 → 2022-04-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
• 2010-11-05 → 2015-06-22
  Ubs Financial Services Inc.
  Los Angeles, CA

Other Businesses

1. 4882 MCGRATH LLC, INV RELATED, THOUSAND OAKS, CA, 33.33% OWNERSHIP, START 4/17/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. 2. 155 JMC GLENDALE LLC, INV RELATED, THOUSAND OAKS, CA, 33.33% OWNERSHIP, START 6/11/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. 3. CIAO WIRELESS INC, NOT INV RELATED, CAMARILLO, CA, 16% OWNERSHIP, START 2/3/2003, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, MANUFACTURING MICROWAVE AMPLIFIERS. 4. EAST WINNIE LANE LLC, INV RELATED, THOUSAND OAKS, CA, 50% OWNERHSIP, START 7/21/2017, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. 5. PESCADOR PROPERTIES LLC, INV RELATED, CAMARILLO, CA, 16% OWNERSHIP, START 11/6/2001, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. 6. 2493 PORTOLA LLC, INV RELATED, THOUSAND OAKS, CA, 50% OWNERSHIP, START 7/19/2004, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. 7. CHAO P.E.P. LLC, INV RELATED, THOUSAND OAKS, CA, 40% OWNERSHIP, START 2/14/2012, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, PRIVATE EQUITY HOLDING. 8. NORTH CARSON STREET LLC, INV RELATED, THOUSAND OAKS, CA, 33% OWNERSHIP, START 7/21/2017, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. 9. CHAOS VENTURE PARTNERS L.P., INV RELATED, THOUSAND OAKS, CA, 5% OWNERSHIP, START 2/9/2001 , 1 HOUR PER MONTH, 1 HOUR DURING TRADING, HOLDS PRIVATE EQUITIES AND PUBLIC INVESTMENTS. 10. CHAO PRIVATE EQUITY LLC, INV RELATED, THOUSAND OAKS, CA, 50% OWNERSHIP, START 2/10/2012, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PRIVATE EQUITY. 11. CHAO CHILDREN LLC, INV RELATED, THOUSAND OAKS, CA, 50% OWNERSHIP, START 7/23/2001, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PRIVATE EQUITY. 12. 2760-2768 E.T.O. BLVD LLC, INV RELATED, WESTLAKE VILLAGE, CA, 33.33% OWNERSHIP, START 3/27/2015, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. 13. 1359 SOUTHWIND CIRCLE LLC, INV RELATED, WESTLAKE VILLAGE, CA, MANAGER, START 1/1/2017, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, MANAGING DECISIONS FOR FAMILY HOME. 14. TAPO STREET LLC, INV RELATED, WOODLAND HILLS, CA, MANAGER, START 5/25/2007, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, MANAGING DECISIONS FOR RENTAL PROPERTY. 15. COMMERCIAL RENTAL PROPERTY, INV RELATED, NEWBURY PARK, CA, 5% OWNERSHIP, START 12/10/2010, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. 16. COMMERCIAL RENTAL PROPERTY, INV RELATED, CARARILLO, CA, 16% OWNERSHIP, START 1/1/2010, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. 17. COMMERCIAL RENTAL PROPERTY, INV RELATED, SIMI VALLEY, CA, 25% OWNERSHIP, START 9/7/2007, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. 18. COMMERCIAL RENTAL PROPERTY, INV RELATED, VENTURA, CA, 33.33% OWNERSHIP, START 1/15/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. 19. COMMERCIAL RENTAL PROPERTY, INV RELATED, VENTURA, CA, 33.33% OWNERSHIP, START 5/25/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. 20. COMMERCIAL RENTAL PROPERTY, INV RELATED, SPARKS, NV, 33.33% OWNERSHIP, START 1/1/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. 21. COMMERCIAL RENTAL PROPERTY, INV RELATED, CARSON CITY, NV, 50% OWNERSHIP, START 1/1/2005, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. 22. COMMERCIAL RENTAL PROPERTY, INV RELATED, CARSON CITY, NV, 33% OWNERSHIP, START 1/1/2004, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-03