Jonathan Denny Reeder

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

• 05/2015 → 07/2017
  Usaa Financial Advisors, Inc.
  Atlanta, GA
• 05/2015 → 07/2017
  Usaa Financial Planning Services, Inc.
  Atlanta, GA
• 07/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 09/2017 → Present
  Bank Of America, N.A.
  Atlanta, GA

Previous Registrations

• 2015-07-07 → 2017-08-23
  Usaa Financial Planning Services
  Atlanta, GA
  Atlanta, GA
• 2005-08-25 → 2015-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA
• 2004-01-28 → 2007-02-09
  Cornerstone Financial Advisors, Inc.
  Norcross, GA
• 2004-01-02 → 2005-07-01
  Commonwealth Financial Network
  Norcross, GA
• 2003-04-14 → 2004-02-12
  Financial Security Investment Advisors, Inc.
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-21
• S63 Uniform Securities Agent State Law Examination
  2002-03-28

Other Names

• Jon Reeder
• Jonathan Denny Reeder
• Jonathan D Reeder
• Jonathan Reeder