Juan F Landivar

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

• 01/2016 → 12/2018
  Global Investor Services
  Miami, FL
• 02/2016 → 12/2018
  Premia Global Advisors, Llc
  Coral Gables, FL
• 01/2019 → 07/2020
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 07/2020 → 10/2023
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 10/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 09/2024 → Present
  Bank Of America, N.A.
  Coral Gables, FL

Previous Registrations

• 2020-07-02 → 2023-10-24
  Morgan Stanley
  Miami, FL
• 2019-01-28 → 2020-07-07
  J.P. Morgan Securities Llc
  Miami, FL
• 2016-02-25 → 2019-01-02
  Premia Global Advisors, Llc
  Coral Gables, FL
• 2014-11-20 → 2016-01-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-11-18

Other Names

• Juan Landivar
• Juan Fernando Landivar