Ethan Donahoe

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 → 11/2025
  J. P. Morgan Securities Llc
  Prescott Valley, AZ
• 01/2020 → 11/2025
  Jpmorgan Chase Bank N. A.
  Prescott Valley, AZ
• 10/2015 → 01/2020
  Cvs Health
  Mission Viejo, CA
• 07/2012 → 10/2016
  Unemployed
  Mission Viejo, CA
• 01/2020 → 01/2021
  Jpmorgan Chase Bank N.A.
  Laguna Hills, CA
• 07/2020 → 01/2021
  Cvs Pharmacy
  Mission Viejo, CA
• 02/2023 → 05/2023
  Uber Eats
  Prescott Valley, AZ
• 05/2023 → 05/2023
  Paragon Contracting
  Prescott Valley, AZ
• 10/2023 → 06/2025
  Wolf Lounge
  Mission Viejo, CA
• 11/2023 → 06/2025
  Ascent Marketing Consultants Llc
  Mission Viejo, CA
• 04/2024 → 06/2025
  Premier Sauna/Benevolvet And Protective Order
  Mission Viejo, CA
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 06/2024 → 08/2025
  Southern New Hampshire University
  Hooksett, NH
• 01/2026 → Present
  Bank Of America, N.A
  Newport Beach, CA

Other Businesses

I*4639271 Entity Type: For Profit Name of OBA: auto authority llc Address: Mission Viejo, California, 92691 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/30/2026Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: I am renting my car on TURO for extra income. No real responsibilities just making sure my car is clean and maintained I*4936267 Entity Type: For Profit Name of OBA: Data Annotation Address: Aliso Viejo, California, 92656 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 07/18/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: Training AI Training AI to make correct judgement. I attest I am aware that all Outside Activities must be performed in your personal capacity & not that of Bank of America or its subsidiaries. I will be asking the AI questions and judging whether or not they completed what I told it to do. If it did not, I report it so. I am sticking to general questions that I am familiar with.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-23
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Ethan Donahoe
• Ethan Simon Donahoe