Terry Roberts

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

• 05/2022 → 04/2023
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 05/2022 → 04/2023
  J.P. Morgan Securities Llc
  Austin, TX
• 11/2008 → 05/2022
  United States Army Army
  Killeen, TX
• 01/2022 → 02/2022
  H-E-B
  Killeen, TX
• 04/2017 → Present
  Walmart
  Columbus, OH
• 12/2016 → 04/2017
  Speedway
  Canton, OH
• 12/2022 → 12/2022
  Fedex Express
  Austin, TX
• 04/2023 → 12/2023
  Fidelity Investments
  Columbus, OH
• 01/2024 → 08/2024
  J.P. Morgan Securities Llc
  Westerville, OH
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 09/2024 → Present
  Bank Of America, N.A.
  Columbus, OH

Previous Registrations

• 2024-01-22 → 2024-09-02
  J.P. Morgan Securities Llc
  Westerville, OH
  Columbus, OH

Other Businesses

I*1976282, Entity Type for profit, Name of OBA: Wal-Mart Address: Wooster, OH 44691 Investment Related: No Position, Title, Association: Sales Associate Employee Start Date: 4/29/2017 No Hours: 0 No Hours during trading: 0 Duties: Wal-mart is a retail store. I responsibilities at the company were to stock shelves and assist customers. I am on an indefinite leave of absence and have not worked a shift in several years I*3809267 Entity Type: Entity For Profit Name of OBA: Magellan Address: Maryland Heights, Missouri, 63043 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/09/2026 Number of Hours: 8, Monthly Number of Hours during trading: 0, Monthly Duties: Health care company Providing personalized behavioral counseling

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2022-08-05

Other Names

• Terry Roberts
• Terry Roberts