Jonathan B Foster

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 06/2023 → Present
  Myers Park Country Club
  Charlotte, NC
• 07/2016 → 12/2021
  Saluda Shoals Park
  Columbia, SC
• 08/2018 → 05/2022
  Winthrop University
  Rock Hill, SC

Other Businesses

Name: Myers Park Country Club Not Investment Related Address: Charlotte, NC Nature: Golf hospitality Your position: Golf Services Start date: 6/2023 Approximate number of hours/month : 12 Number of hours during trading: 0 Briefly describe your duties: Clean locker room and run pro shop

Exams

• S66 Uniform Combined State Law Examination
  2024-05-31