Wade D Jewett

Current Employers

Employment History

• 07/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 08/2015 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*: 2452260 Entity Type: Business or Industry Organization Name of OBA: Independent Trustee Alliance Address: Sachse, TX 75048 Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 07/01/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 1 hr mthly Duties: The purpose of ITA is to provide resources for independent trustees to better perform their duties on behalf of the grantors and families they serve. ITA members are often the trustees of trusts that are too small or too limited to be operated/executed by corporate trustees and large financial institutions (<$4MM). ITA exists to give independent trustees a connection to one another so they can pool resources and perform their duties more effectively. This organization is a membership org that allows dues-paying members to have a community to aid in problem solving and client service. ITA hosts a yearly conference to equip membership to grow in their roles. Independent trustees often partner with other professionals to execute trusts for their clients. My responsibilities as treasure will be to attend monthly virtual board meetings to discuss the direction of the organization's growth. As treasurer, my primary role will be to track dues and ensure that membership is current on their dues. I will also aid in planning ITA's annual conference each Spring. I will NOT be giving financial advice or guidance, and I will NOT be handling any banking activity or financial reporting for the organization. I had also shared with the board that I can NOT act in a fiduciary role for the organization, nor can I aggregate P&L information for the organization. They understand the limits that are in place for me as a Merrill FA, and the organization is comfortable with those limits. I*4123270 Entity Type: Charitable Name of OBA: Trinity Presbyterian Church Address: Fort Worth, Texas, 76104 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/04/2015 Number of Hours: 3, Weekly Number of Hours during trading: 0 Duties: Church Music Director

Exams

• S66 Uniform Combined State Law Examination
  2015-04-23

Other Names

• Wade Jewett