Jinfeng Yuan

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

• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2016 → 04/2017
  Watermark Donut Company
  Boston, MA
• 04/2017 → 05/2017
  New Baobao Inc
  Boston, MA
• 05/2017 → 05/2018
  Lucky River Transportation
  Boston, MA
• 03/2018 → 12/2018
  Cvs Pharmacy, Inc
  Boston, MA
• 07/2018 → 08/2018
  Bank Of America
  Boston, MA
• 11/2018 → 05/2022
  Bank Of America
  Boston, MA
• 06/2022 → 06/2024
  Jpmchase
  Boston, MA
• 06/2024 → 07/2024
  Holiday Inn Express
  Boston, MA
• 07/2024 → 09/2024
  Unemployed
  Medford, MA
• 09/2024 → 10/2025
  Citizens
  Boston, MA
• 09/2025 → 02/2026
  New York Life Insurance
  Waltham, MA
• 09/2013 → 06/2018
  Charlestown High School
  Charlestown, MA
• 09/2018 → 05/2020
  Bunker Hill Community College
  Boston, MA
• 08/2023 → Present
  Southern New Hampshire University
  Mancherster, NH
• 04/2026 → Present
  Bank Of America, N.A.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-19

Other Names

• Jinfeng Wei