Johnathon P Filler

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2022 → 07/2023
  Indiana University
  Bloomington, IN
• 06/2022 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 08/2021 → 06/2022
  Indiana University
  Bloomington, IN
• 05/2021 → 08/2021
  Seven Corners, Inc.
  Carmel, IN
• 05/2021 → 08/2021
  Carmel Clay Parks & Recreation
  Carmel, IN
• 08/2020 → 12/2020
  Indiana University
  Bloomington, IN
• 12/2020 → 01/2021
  Fort Wayne Community Schools
  Fort Wayne, IN
• 01/2021 → 05/2021
  Indiana University
  Bloomington, IN
• 05/2020 → 08/2020
  Killion Landscaping Llc
  Fort Wayne, IN
• 08/2019 → 05/2020
  Indiana University
  Bloomington, IN
• 05/2019 → 08/2019
  Fort Wayne Community Schools
  Fort Wayne, IN
• 08/2018 → 05/2019
  Bishop Dwenger High School
  Fort Wayne, IN
• 05/2019 → 08/2019
  Sycamore Hills Golf Club, Llc
  Fort Wayne, IN
• 01/2018 → 09/2018
  Kroger
  Fort Wayne, IN
• 05/2018 → 08/2018
  Unemployed
  Fort Wayne, IN
• 08/2017 → 05/2018
  Bishop Dwenger High School
  Fort Wayne, IN
• 05/2017 → 08/2017
  Unemployed
  Fort Wayne, IN
• 08/2016 → 05/2017
  Bishop Dwenger High School
  Fort Wayne, IN
• 12/2016 → 04/2017
  Jackson R. Lehman Ymca
  Fort Wayne, IN

Exams

• S66 Uniform Combined State Law Examination
  2026-05-05

Other Names

• John Paul Filler
• Jp Filler