Brandon K Koons

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

• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gainesville, GA
• 01/2019 → 06/2022
  The Walt Disney Company
  Lake Buenta Vista, FL
• 09/2013 → 09/2018
  University Of Oregon
  Eugene, OR
• 01/2020 → 03/2022
  Purdue University Global
  West Lafayette, IN
• 10/2018 → 12/2018
  Extended Travel / Moved
  Mansfield, TX
• 02/2023 → 08/2023
  Telus Internation
  Gainesville, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-17

Other Names

• Kyle Koons
• Brandon Koons
• Brandon K Koons
• Brandon Kyle Koons