John Bittermann

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 11/2024 → 04/2026
  Unemployed
  Orangevale, CA
• 04/2024 → 10/2024
  Shorebirds Brewing Company
  Rancho Cordova, CA
• 11/2023 → 03/2024
  Unemployed
  Orangevale, CA
• 06/2023 → 10/2023
  Canyon Adventure Vans
  Chatsworth, CA
• 11/2022 → 05/2023
  Unemployed
  Orangevale, CA
• 08/2022 → 10/2022
  Magnit
  Folsom, CA
• 08/2013 → 08/2022
  Franklin Templeton Investments
  Rancho Cordova, CA
• 06/2026 → Present
  Bank Of America, N.A.
  Sacramento, CA

Other Businesses

I*4733276, Entity Type non-profit , Name of OBA: Helping Hands Orangevale Address: Orangevale California 95662 Investment Related: No Position, Title, Association: volunteer Employee Start Date: 06/20/2026 No Hours: 1 weekly No Hours during trading: 0 Duties: Contact local businesses to sign them up to help out with the charity's "small jobs" like mowing a lawn or other general handyman type services. There will be zero money or compensation involved with this activity. It is solely to add them to a stable list of local businesses who can assist with jobs. Helping Hands Orangevale is a local charity and connects elderly, disabled , or otherwise in-need people with free services such as landscaping, moving, plumbing etc.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-14

Other Names

• John Bittermann
• John Bittermann