John Burke

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

• 03/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 11/2017 → 03/2021
  Ecoshield (The Shield Co)
  Chandler, AZ
• 06/2017 → 11/2017
  Revana Ttec
  Tempe, AZ
• 10/2014 → 06/2017
  Best Buy
  Gilbert, AZ
• 06/2018 → 12/2019
  Malca-Amit Security Sevices Llc
  Las Vegas, NV
• 01/2023 → Present
  Bank Of America, N.A.
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17