Jonathan Arledge

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
  North Bethesda, MD
• 08/2016 → 06/2017
  Latina Basket
  Latina
• 08/2017 → 06/2018
  Piacenza Basket
  Piacenza
• 08/2018 → 06/2019
  Ventspils Basket
  Ventspils
• 08/2019 → 06/2020
  Cholet Basket
  Cholet
• 06/2020 → 08/2020
  Guelph Nighthawks
  Guelph
• 08/2020 → 06/2021
  Peristeri Basket
  Athens
• 08/2021 → 06/2022
  Fc Porto Basket
  Porto
• 08/2022 → 11/2022
  Lebanon National Team
  Beirut
• 12/2022 → 01/2023
  Samsung Thunder
  Seoul
• 01/2023 → 06/2023
  Goyang Carrot Jumpers
  Goyang
• 11/2023 → 06/2024
  Csm Oradea
  Oradea
• 12/2024 → 02/2025
  Al Najma
  Bahrain
• 02/2025 → 06/2025
  Amman United
  Amman
• 06/2023 → 11/2023
  Unemployed
  Silver Spring, MD
• 06/2024 → 12/2024
  Unemployed
  Fort Meade, MD
• 06/2025 → 03/2026
  Unemployed
  Greenbelt, MD
• 06/2026 → Present
  Bank Of America, N.A.
  North Bethesda, MD

Other Businesses

I*: 4296265Entity Type: For ProfitName: BeGreat Properties LLCInvestment related: NoAddress: Washington DC, 20005Position: OwnerStart Date: 4/26/2022Hours Devoted: 4hrs wkly Hours devoted during securities trading hours: 0Duties: Real Estate Investing (fix & flip, fix & hold)50/50 Ownership, Make decisions on proceeding with properties and reno plans, Organizing a system to run without me having to be so involved. My wife handles 85% of the work of the business I*5345350, Entity Type: Entity For Profit, Name of OBA: Flex Suitz, Address: capital heights, Maryland, 20743, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member","Owner"], Employee Start Date: 08/21/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: My responsibilities would be to network with universities nationwide to sell them on our product. To provide suits and jackets for university hall of fame athletes.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-17

Other Names

• Jon Arledge