Kelly Jo Wehr

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

• 06/1980 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

BUSINESS OR ACTIVITY NAME: AUTOSPORT ENGINEERING & DESIGN FOR PROFIT OR NOT FOR PROFIT: PROFIT INVESTMENT RELATED: (YES OR NO) *NO ADDRESS OF BUSINESS: SANTA YNEZ CA 93460 NATURE OF BUSINESS: AUTOMOTIVE DESIGN, FABRICATION AND CONSULTING YOUR POSITION, TITLE, ASSOCIATION: NONE, LISTED AS CHECK SIGNER ON BUSINESS CHECKING ACCOUNT START DATE OF RELATIONSHIP: 01/01/2000 NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 YOUR DUTIES: NONE I*41488 For profit or not for profit: For-Profit Organization Name of outside business organization: AUTOSPORT ENGINEERING & DESIGN Investment related: N Address of business: SANTA YNEZ, California 93460 Nature of business: Sole Proprietorship, Position, title, association: Other, SPOUSE IS SELF EMPLOYED, THIS IS HIS BUSINESS Start date of relationship: 1/1/2000 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: AUTOMOTIVE DESIGN, FABRICATION & CONSULTING. I HAVE NO DUTIES OR RESPONSIBILITIES

Exams

• S66 Uniform Combined State Law Examination
  2004-12-21

Other Names

• Kelly Jo Dockum