John P Greening

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

• 09/2022 → 02/2023
  Equitable Advisors, Llc
  New York, NY
• 05/2022 → 08/2022
  Unemployed
  Oakland, CA
• 04/2021 → 05/2022
  State Flower
  San Francisco, CA
• 09/2020 → 04/2021
  Alameda County
  Hayward, CA
• 05/2020 → 09/2020
  Unemployed
  Oakland, CA
• 01/2016 → 05/2020
  California Polytechnic State University - Pomona
  Pomona, CA
• 05/2019 → 08/2019
  Benard Ranch
  Riverside, CA
• 08/2018 → 08/2018
  Merrill Lynch
  Oakland, CA
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland, CA
• 05/2023 → Present
  Bank Of America, N.A.
  Oakland, CA

Previous Registrations

• 2023-02-02 → 2023-02-27
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Jack Patrick Greening
• John Patrick Greening