Eran Ben-Simon

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

• 08/2015 → 11/2018
  Jp Morgan Securities Llc
  Chicago, IL
• 08/2015 → 11/2016
  Jp Morgan Chase Bank
  Chicago, IL
• 11/2016 → 11/2018
  Jpmorgan Chase Bank, N.A
  Skokie, IL
• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 06/2019 → 09/2019
  Homeadvisor, Inc.
  Chicago, IL
• 12/2018 → 05/2019
  Unemployed
  Skokie, IL
• 10/2019 → 01/2020
  Unemployed
  Skokie, IL
• 02/2020 → 03/2020
  Loftus & O'MEara Staffing
  Chicago, IL
• 07/2020 → Present
  Bank Of America, N.A.
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-05-29
• S63 Uniform Securities Agent State Law Examination
  2015-10-26