Antonio Duran

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

• 08/2017 → 04/2026
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 01/2022 → 04/2026
  J.P. Morgan Securities Llc
  San Antonio, TX
• 07/2013 → 08/2017
  Chick-Fil-A
  San Antonio, TX
• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schertz, TX
• 05/2026 → Present
  Bank Of America, N.A.
  Schertz, TX

Other Businesses

I*4511311, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Door Dash, Address: San Francisco, California, 94107, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 10/18/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Deliver products or food, Delivery service

Exams

• S66 Uniform Combined State Law Examination
  2024-11-09
• S63 Uniform Securities Agent State Law Examination
  2022-04-29

Other Names

• Anthony Duran
• Amtonio D Duran
• Antonio Daniel Duran