Jayson S Im

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buford, GA
• 02/2020 → 08/2022
  Unemployed
  Buford, GA
• 03/2025 → 05/2026
  Wells Fargo Clearing Services, Llc
  Duluth, GA
• 03/2025 → 05/2026
  Wells Fargo Bank, Na
  Duluth, GA
• 09/2022 → 02/2025
  Truist
  Buford, GA
• 01/2014 → 01/2020
  Korean House
  Asheville, NC
• 07/2026 → Present
  Bank Of America, N.A.
  Buford, GA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-30
• S63 Uniform Securities Agent State Law Examination
  2025-05-29

Other Names

• Jayson Im
• Jayson Sooyoung Im