Jeffrey K Jordan

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

• 01/1985 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 07/2011 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*: 2390273Entity Type: Co-Op, HOA, FreeholdName of OBA: Windsor Park Home owners AssociationAddress: Houston, TXInvestment Related: NoPosition, Title, Association: Board memberEmployee Start Date: 4/16/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 1 hr mthly Duties: Supervise the Home Owners Association. There are 5 board members . We have hired an outside Administrator which will be responsible for all the administration issues. I will have no responsibilities for the financial /treasury function I*2757267, Entity Type: , Name of OBA: B J, Address: Houston, Texas, 77094, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05/10/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-11

Other Names

• Jeffrey Jordan
• Jeffrey Kelley Jordan