Joseph Andrew Myers

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 07/2025 → 05/2026
  Slick Technologies Llc
  Baltimore, MD
• 09/2024 → 06/2025
  Self Employment
  Newport Beach, CA
• 03/2023 → 08/2024
  Mercury Communication Services, Inc D/B/A Procure It
  Plano, TX
• 07/2016 → 06/2017
  Santa Margarita Catholic High School
  Rancho Santa Margarita, CA
• 09/2017 → 06/2021
  University Of California, Davis
  Davis, CA
• 07/2021 → 09/2021
  Frank Family Vineyards
  Calistoga, CA
• 12/2021 → 06/2022
  University Of California, Davis
  Davis, CA
• 10/2021 → 12/2021
  Unemployed
  Mission Viejo, CA
• 06/2022 → 08/2022
  Unemployed
  Mission Viejo, CA
• 06/2017 → 09/2017
  Unemployed
  Mission Viejo, CA
• 05/2026 → 06/2026
  Extended Travel
  Newport Beach, CA
• 09/2022 → 03/2023
  Mercury Communication Services, Inc D/B/A Procure It
  Plano, TX
• 08/2026 → Present
  Bank Of America, N.A.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-16

Other Names

• Joey Myers
• Joseph A Myers