Juan Sebastian Alvarez

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

• 12/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 08/2016 → 03/2019
  Bank Of America
  Nashville, TN
• 06/2018 → 01/2019
  Tennessee Titans
  Nashville, TN
• 04/2019 → 11/2019
  Unemployeed
  Miami, FL
• 08/2006 → 08/2016
  Florida International University
  Miami, FL
• 08/2024 → Present
  Bank Of America, N.A.
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2024-09-26

Other Names

• Juan Sebastian Alvarez Jimenez