John Stevenson

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 03/2017 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA
• 2002-09-04 → 2004-10-20
  Quick & Reilly, Inc.
  Boston, MA

Other Businesses

I*130733 For profit or not for profit: For-Profit Organization Name of outside business organization: Wassaw Island, LLC Investment related: N Address of business: Savannah, Georgia 31410 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/1/2010 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Vacation spot. I am a 1.4% limited partner. Family owned property. Must own shares to go there. Not an investment but I do receive a K-1 No responsibilities or tasks. Not my client and no clients are members. I*129217 For profit or not for profit: For-Profit Organization Name of outside business organization: tree farm Investment related: N Address of business: Hamilton, Massachusetts 01936 Nature of business: Other,it is not a business nor does it have a name. Position, title, association: Owner, Start date of relationship: 3/14/1995 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: to maintain the tree farm status which came with my residence when I bought it in 1995 under Chapter 61A of Massachusetts real estate code - agricultural use- we have to cut, split, and sell approximately 4 cords of wood. This is not a business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-03
• S63 Uniform Securities Agent State Law Examination
  1982-06-28

Other Names

• Jack Stevenson
• John Glover Stevenson