Jarrett E Thompson

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
  Baytown, TX
• 06/2022 → 08/2022
  Bank Of America
  Houston, TX
• 08/2021 → 02/2022
  Career Success Center - Sam Houston State University
  Huntsville, TX
• 01/2021 → 08/2021
  Career Success Center - Sam Houston State University
  Huntsville, TX
• 08/2019 → 05/2023
  Sam Houston State University
  Huntsville, TX
• 05/2023 → 07/2023
  Unemployed
  Huntsville, TX
• 05/2021 → 07/2021
  Amazon
  Monee, IL
• 08/2019 → 01/2021
  Unemployed
  Huntsville, TX
• 04/2017 → 08/2019
  Randalls
  Austin, TX
• 01/2010 → 03/2017
  Unemployed
  Austin, TX
• 08/2023 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*2337258, Entity Type: , Name of OBA: The F Living Trust, Address: Cypress, Texas, 77429, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 10-Mar-2030, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4564357 Entity Type: Fiduciary Role Name of OBA: P R T Address: Volente, Texas, 78641 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/15/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*4565340 Entity Type: Fiduciary Role Name of OBA: G K T Address: Volente, Texas, 78641 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/15/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*5096270, Entity Type: , Name of OBA: SHSU Investments Program Advisory Council, Address: Huntsville, Texas, 77340, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/13/2026, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: The advisory board will meet approximately twice per year and council members will offer insights on industry trends, curriculum relevance, experiential learning opportunities, student career preparation, internships, and long-term program growth.The SHSU Investments Program Advisory Council is an advisory board for the Investment & Financial Planning Department at Sam Houston State University in Huntsville, TX. The purpose of the Advisory Council is to provide strategic guidance as we continue developing the Investments Program. Council members will offer insights on industry trends, curriculum relevance, experiential learning opportunities, student career preparation, internships, and long-term program growth. We also hope the Council will serve as a bridge between our students and the financial services industry through mentorship, networking, and professional engagement.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-23

Other Names

• Jarrett Evan Thompson