John Santo Zoda

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

• 04/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 04/2015 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

:I*510905For profit or not for profit: Name of outside business organization: Seminoles Club of the RockiesInvestment related: NAddress of business: Littleton, Colorado, 80123Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member","Director"], Start date of relationship: 7/12/2021Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Seminole club of the rockies is a local florida state alumni chapter. Primary function is to get the community involved and bring together fellow FSA alumns. My role will be the Alumni Outreach Director. Mainly a communications role.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-29
• S63 Uniform Securities Agent State Law Examination
  2014-07-14

Other Names

• John Santo Zoda
• John Santo Zoda
• John Santo Zoda