Jordan M Bemiller

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-09-06
IN	RA	APPROVED	2023-08-24

Branch Locations

510 E 96Th St, Indianapolis, IN 46240 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Indianapolis	IN	05/2022	Present
Indiana Transport	Elkhart	IN	05/2021	08/2021
Indiana University Bookstore	Bloomington	IN	12/2020	03/2021
Town Of Wakarusa	Wakarusa	IN	06/2018	08/2020
Little Caesars	Elkhart	IN	06/2017	09/2017
Indiana University	Bloomington	IN	08/2018	05/2022
Bloomington Parks Department	Bloomington	IN	10/2019	12/2020
Northwood High School	Nappanee	IN	08/2014	06/2018
Bank Of America, N.A.	Indianapolis	IN	11/2025	Present

05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indianapolis, IN
05/2021 → 08/2021

Indiana Transport

Elkhart, IN
12/2020 → 03/2021

Indiana University Bookstore

Bloomington, IN
06/2018 → 08/2020

Town Of Wakarusa

Wakarusa, IN
06/2017 → 09/2017

Little Caesars

Elkhart, IN
08/2018 → 05/2022

Indiana University

Bloomington, IN
10/2019 → 12/2020

Bloomington Parks Department

Bloomington, IN
08/2014 → 06/2018

Northwood High School

Nappanee, IN
11/2025 → Present

Bank Of America, N.A.

Indianapolis, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-18