Justin Gatewood

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

• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 08/2016 → 03/2019
  Howard Community College
  Columbia, MD
• 04/2019 → 12/2019
  Air Force
  San Antonio, TX
• 12/2019 → 04/2021
  La Fitness
  Gilbert, AZ
• 01/2020 → 12/2022
  Santander Bank
  Mesa, AZ
• 04/2023 → 10/2024
  F45
  Mesa, AZ
• 11/2022 → 07/2023
  Ibk9
  Mesa, AZ

Other Businesses

I*4525296 Entity Type: Entity For Profit Name of OBA: G6 Fitness LLC Address: Gilbert, Arizona, 85298 Investment Related: No Position, Title, Association: Employee,Owner Employee Start Date: 08/02/2022 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Fitness Providing fitness services for personal training clients. I*4525298 Entity Type: Entity For Profit Name of OBA: TEAM JG LLC Address: Gilbert, Arizona, 85298 Investment Related: No Position, Title, Association: Employee,Owner Employee Start Date: 11/21/2022 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Personal Training/ Fitness Provide personal training services

Exams

• S66 Uniform Combined State Law Examination
  2026-08-05