Jesus Castellanos

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

• 06/1996 → Present
  Merrill Lynch
  El Paso, TX
• 06/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 11/2009 → Present
  Bank Of America,Na
  El Paso, TX

Other Businesses

I*7392 Entity Type: Rental Property Name of outside business organization: Jesus Castellanos/XXX Thunderbird Dr. #XX 79912 Investment related: No Address of business: El Paso, Texas 79912 Position, title, association: Co-owner with other family members Start date of relationship: 12/1/2018 Number of hours devoted: 5 hrs Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members/Rental property I*4172270 Entity Type: Fiduciary role Name of OBA: H. C. Address: El Paso, Texas, 79912 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/18/2023 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney/Parents I*4174267 Entity Type: Fiduciary role Name of OBA: M. C. Address: El Paso, Texas, 79912 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/19/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney/Parents

Exams

• S66 Uniform Combined State Law Examination
  1999-12-28