Jeremy Brice Bravo Sanmartin

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

• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Whitehall, PA
• 01/2024 → 05/2026
  Bank Of America
  Bethlehem, PA
• 01/2019 → 07/2020
  Texas Roadhouse
  Easton, PA
• 08/2021 → 05/2024
  Pennsylvania State University - Lehigh Valley
  Center Valley, PA
• 08/2018 → 05/2021
  Northampton Area Community College
  Bethlehem, PA
• 08/2015 → 05/2019
  Freedom High School
  Bethlehem, PA
• 06/2026 → Present
  Bank Of America, N.A.
  Whitehall, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-29

Other Names

• Jeremy Bravo Sanmartin
• Jeremy Bravo
• Jeremy Brice Sanmartin