Kevin Fajardo

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

• 12/2021 → 05/2023
  Wells Fargo Clearing Services, Llc
  Victorville, CA
• 12/2021 → 05/2023
  Wells Fargo Bank, Na
  Victorville, CA
• 12/2020 → 06/2021
  Bank Of America
  Chino Hills, CA
• 08/2016 → 12/2020
  Wells Fargo
  Rancho Cucamonga, CA
• 07/2023 → 03/2024
  Jpmorgan Chase Bank, N.A.
  Santa Barbara, CA
• 07/2023 → 03/2024
  J.P. Morgan Securities Llc
  Santa Barbara, CA
• 07/2021 → 11/2021
  Unemployed
  Apple Valley, CA
• 06/2023 → 06/2023
  Unemployed
  Apple Valley, CA
• 04/2024 → 05/2026
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 04/2024 → 05/2026
  Wells Fargo Bank, Na
  San Francisco, CA
• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 07/2026 → Present
  Bank Of America, N.A.
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31
• S63 Uniform Securities Agent State Law Examination
  2022-05-25

Other Names

• Kevin Giovanni Fajardo
• Kevin Fajardo