Jack Mcbride Bisset

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

• 08/2022 → 01/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2014 → 05/2018
  Liberty High School
  Renton, WA
• 08/2018 → 08/2022
  University Of Arizona
  Tucson, AZ
• 05/2021 → 03/2022
  Altria Group Distribution Company
  Tucson, AZ
• 05/2016 → 07/2018
  Best Property Management Services
  Renton, WA
• 10/2015 → 02/2018
  Liberty Select Basketball Association
  Renton, WA
• 01/2023 → 03/2023
  Brown-Forman
  Louiusville, KY
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 01/2024 → Present
  Bank Of America, N.A.
  Scottsdale, AZ

Previous Registrations

• 2023-01-06 → 2024-01-30
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: Brown-Forman NON-INVESTMENT RELATED ADDRESS (City/State): Louisville, KY NATURE OF BUSINESS: Retail/Service POSITION: Sales Associate/Bartender/Server START DATE:01/2023 APPROX. HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Working the Brown-Forman tent at events, help promote their products (Jack Daniels, Woodford Reserve).

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30

Other Names

• Jack Bisset