Renee Weston

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

• 12/2014 → 07/2021
  Td Ameritrade Services Co
  The Woodlands, TX
• 01/2022 → 10/2023
  Charles Schwab & Co., Inc.
  The Woodlands, TX
• 12/2014 → 10/2023
  Charles Schwab
  The Woodlands, TX
• 12/2014 → 10/2023
  Td Ameritrade, Inc.
  The Woodlands, TX
• 12/2014 → 09/2023
  Td Ameritrade Investment Management, Llc
  The Woodlands, TX
• 01/2024 → 09/2025
  J.P. Morgan Securities Llc
  Magnolia, TX
• 01/2024 → 09/2025
  Jpmorgan Chase Bank, N.A.
  Magnolia, TX
• 11/2023 → 12/2023
  Unemployed
  Spring, TX
• 10/2025 → 03/2026
  Mercer Global Advisors Inc.
  Spring, TX
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
• 03/2026 → 07/2026
  Unemployed
  Spring, TX
• 08/2026 → Present
  Bank Of America, N.A.
  The Woodlands, TX

Previous Registrations

• 2025-10-16 → 2026-04-09
  Mercer Global Advisors Inc.
  Denver, CO
  Spring, TX
• 2024-01-16 → 2025-09-30
  J.P. Morgan Securities Llc
  Magnolia, TX
  The Woodlands, TX
• 2022-01-26 → 2023-10-05
  Charles Schwab & Co., Inc.
  The Woodlands, TX
• 2014-12-09 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  The Woodlands, TX
• 2014-12-09 → 2022-10-14
  Td Ameritrade, Inc.
  The Woodlands, TX
• 2013-12-16 → 2014-12-03
  J.P. Morgan Securities Llc
  Spring, TX
• 2013-06-10 → 2013-10-10
  Edward Jones
  The Woodlands, TX
  St Louis, MO
  Spring, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-04-05

Other Names

• Renee J Kahn
• Renee J Holoubek
• Renee Jeanette Holoubek
• Renee J Weston
• Renee Weston
• Renee Jeanette Kahn
• Renee Kahn
• Renee Jeanette Weston