Evan M Jones

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 01/2015 → Present
  Bank Of America, N.A.
  Raleigh, NC

Other Businesses

I*93530 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LAMBDA CHI ALPHA-GAMMA UPSILON FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2613 FRATERNITY CT, RALEIGH, NORTH CAROLINA 27606 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 11/1/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I FUNDRAISE FOR LAMBDA CHI ALPHA WITHIN THE NC STATE FOUNDATION AND THROUGH THE LAMBDA CHI ALPHA ALUMNI ASSOCIATION.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-16

Other Names

• Evan Mcmillen Jones