Joseph William Wilson

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

• 04/2026 → 05/2026
  Trinity Wealth Securities, Llc
  Atlanta, GA
• 01/2025 → 06/2026
  Zama Mexican
  Alpharetta, GA
• 06/2025 → 03/2026
  Mojave Restaurant
  Vinnings, GA
• 10/2024 → 10/2025
  Roof Right Now Atlanta
  Alpharetta, GA
• 07/2024 → 09/2024
  Brock Built Homes
  Vinnings, GA
• 02/2023 → 08/2024
  Hacienda Colorado
  Westminster, CO
• 08/2022 → 05/2024
  University Of Colorado Boulder
  Boulder, CO
• 01/2021 → 05/2022
  Community College Of Baltimore County
  Baltimore, MD
• 08/2016 → 06/2020
  Oakdale High School
  Ijamsville, MD
• 08/2020 → 01/2021
  Queens University Of Charlotte
  Charlotte, NC
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Thornton, CO
• 03/2017 → 03/2019
  Vintage
  New Market , MD
• 06/2019 → 08/2020
  Manhattan Pizza
  Frederick, MD
• 05/2024 → 08/2024
  Higgins Crab House
  Ocean City , MD
• 11/2024 → 11/2024
  Wolfe Perseverance
  Atlanta, GA
• 08/2023 → 12/2023
  Jays Valet Llc
  Denver , CO
• 07/2020 → 08/2020
  High Sierra Pools
  Frederick , MD
• 01/2024 → 08/2024
  Uncle Julio Corp
  Alpharetta, GA
• 01/2026 → 03/2026
  Colorado State University-Global Campus
  Denver, CO
• 07/2026 → Present
  Bank Of America, N.A.
  Thornton, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-06-11

Other Names

• Joseph Wilson
• Joseph William Wilson