Johanna V Mcgee

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

• 01/2013 → 06/2018
  Jp Morgan Securities Llc
  Manhattan Beach, CA
• 02/2015 → 06/2018
  Jpmorgan Chase Bank, N.A
  Manhattan Beach, CA
• 06/2018 → 11/2021
  Jpmorgan Chase Bank, Na
  Hermosa Beach, CA
• 06/2018 → 11/2021
  Jp Morgan Securities Llc
  Hermosa Beach, CA
• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
• 01/2022 → Present
  Bank Of America, N.A.
  El Segundo, CA

Previous Registrations

• 2018-02-13 → 2021-11-23
  J.P. Morgan Securities Llc
  Manhattan Beach, CA
  Hermosa Beach, CA
  Manhattan Beach, CA
  Hermosa Beach, CA
  El Segundo, CA
  Manhattan Beach, CA

Other Businesses

I*: 2584290 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Redondo Beach, CA 90277 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 7/15/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Sole owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2018-02-05
• S63 Uniform Securities Agent State Law Examination
  2013-04-05

Other Names

• Johanna Paola Vargas
• Johanna Paola Vargas De Mcgee
• Johanna Vargas Mcgee