Olivia Heejung Hong

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

• 06/2014 → 08/2016
  Bank Of Hope
  Los Angeles, CA
• 09/2016 → 12/2016
  Unemployed
  Tujunga, CA
• 01/2017 → 01/2022
  Jp Morgan Chase Bank
  Los Angeles, CA
• 01/2017 → 01/2022
  Jp Morgan Securities Llc
  Los Angeles, CA
• 01/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 02/2022 → 12/2022
  Unemployed
  Tujunga, CA
• 01/2023 → 05/2023
  College Of The Canyons
  Santa Clarita, CA
• 06/2023 → 05/2024
  University Of Southern California
  Los Angeles, CA
• 06/2024 → 12/2024
  Unemployed
  Tujunga, CA
• 03/2025 → Present
  Bank Of America, N.A.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12
• S63 Uniform Securities Agent State Law Examination
  2017-02-17

Other Names

• Heui Jung Hong
• Olivia H Hong
• Olivia Hong
• Olivia Heejung Hong
• Olivia Heejung Hong