John Wright Brockwell

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 10/2021 → 05/2022
  Radford University Alumni Office
  Radford, VA
• 12/2020 → 04/2024
  Mckeever Electrical And Plumbing
  Mechanicsville, VA
• 05/2019 → 07/2020
  James River Heating And Air
  Richmond, VA
• 08/2018 → 06/2022
  Radford University
  Radford, VA
• 06/2016 → 08/2019
  Hanover Country Club
  Ashland, VA
• 06/2014 → 06/2018
  Patrick Henry High School
  Ashland, VA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-11

Other Names

• Wright Brockwell