Joshua J Brehm

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

• 08/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Blanc, MI
• 10/2013 → Present
  Bank Of America, N.A.
  Grand Blanc, MI

Other Businesses

CALEDONIA, MI 49316- THIS IS A RENTAL PROPERTY THAT I OWN INDIVIDUALLY. I BOUGHT PROPERTY IN 2009 AND LIVED THERE AS MY PRIMARY RESIDENCE FOR OVER 4 YEARS. I CURRENTLY HAVE A PROPERTY MANAGEMENT THAT MANAGES THE PROPERTY FOR ME. I DO NOT SPEND ANY TIME PER MONTH WITH THIS RELATIONSHIP. I*4468265, Entity Type: , Name of OBA: THE J & H B TRUST UAD 3/22/2016, Address: FENTON, Michigan, 48430, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/20/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2015-06-05
• S63 Uniform Securities Agent State Law Examination
  2013-10-16

Other Names

• Joshua J Brehm