Jon S Wilson

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

• 01/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Ogden, UT
• 02/2012 → Present
  Bank Of America, N.A.
  Ogden, UT

Previous Registrations

• 2005-10-05 → 2009-02-05
  Citigroup Global Markets Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

I*1692372, Entity Type Fiduciary, Name of OBA: MLPF& S CUST FPO R D W IRA FBO R D W Address: Phoenix, Arizona, 85085 Investment Related: Yes Position, Title, Association: Executor, Power of Attorney, Successor Trustee Employee Start Date: 21-Oct-2024 No Hours: 1 monthly No Hours during trading:1 monthly Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-03
• S63 Uniform Securities Agent State Law Examination
  1983-10-17

Other Names

• Jon Steffan Wilson