Jeremy J Wonch

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 → 03/2024
  J.P. Morgan Securities Llc
  Brighton, MI
• 10/2022 → 03/2024
  Jpmorgan Chase Bank, N.A.
  Brighton, MI
• 06/2022 → 09/2022
  Global Tranz
  Shelby, MI
• 03/2021 → 03/2022
  Rocket Mortgage
  Detroit, MI
• 07/2018 → 09/2019
  Pnc Bank
  Kalamazoo, MI
• 10/2017 → 01/2018
  Gap Inc
  Troy, MI
• 06/2016 → 09/2017
  Unemployed
  Royal Oak, MI
• 02/2018 → 06/2018
  Unemployed
  Royal Oak, MI
• 11/2020 → 02/2021
  Unemployed
  Royal Oak, MI
• 04/2022 → 05/2022
  Unemployed
  Royal Oak, MI
• 09/2019 → 10/2020
  Pnc Bank
  Columbus, OH
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Madison Heights, MI
• 03/2024 → 09/2025
  Unemployed
  Rochester, MI
• 09/2025 → 11/2025
  Mortgagepros
  Troy, MI
• 03/2026 → Present
  Bank Of America, N.A.
  Madison Heights, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-03-30
• S63 Uniform Securities Agent State Law Examination
  2022-12-30

Other Names

• Jeremy Wonch
• Jeremy Joseph Wonch