Jamie M Hoch

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
  Columbia, MD
• 11/2018 → 10/2022
  Cummings And Company
  Baltimore, MD
• 04/2016 → 02/2019
  Redbeard's Collectable Cards And Games
  Baltimore, MD
• 05/2017 → 11/2018
  Bob Bell
  Baltimore, MD
• 08/2002 → 04/2017
  Ultrazone
  Baltimore, MD
• 12/2019 → 07/2020
  Ultrazone
  Baltimore, MD
• 07/2019 → 08/2019
  Bob Bell
  Baltimore, MD
• 11/2019 → 12/2019
  Wawa
  Baltimore, MD
• 04/2016 → 02/2019
  Redbeard's Ccg
  Baltimore, MD
• 11/2018 → 11/2022
  Cummings And Company Realtors
  Baltimore, MD
• 01/2023 → Present
  Bank Of America N.A.
  Columbia, MD

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03