Jeffrey Lynn Munster

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

• 04/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 06/2011 → Present
  Bank Of America,N.A.
  Phoenix, AZ

Other Businesses

I*2208265, Entity Type: , Name of OBA: K & V B, Address: Phoenix, Arizona, 85023, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 24-Feb-2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-19
• S63 Uniform Securities Agent State Law Examination
  1980-10-30

Other Names

• Jeffrey Munster
• Jeff Munster