Julian Alexander Jordan

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-08-28

SC RA
APPROVED

Since 2026-08-28

Branch Locations

7405 Two Notch Rd, Columbia, SC 29223 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbia	SC	06/2026	Present
Bank Of America	Columbia	SC	05/2025	06/2026
United States Department Of Agriculture	Columbia	SC	08/2024	03/2025
Copart	Columbia	SC	10/2023	08/2024
Snipes Formally Known As Jimmy Jazz	Spartanburg	SC	05/2021	07/2023
Michael Kors	Gaffney	SC	11/2022	07/2023
Cmc Steel	Cayce	SC	06/2019	08/2019
Unemployed	Blythewood	SC	01/2016	04/2018
Unemployed	Spartanburg	SC	08/2019	05/2021
Bailey Foods Inc/ Subway	Blythewood	SC	12/2017	04/2018
Commercial Metals Company	Cayce	SC	06/2019	07/2019
Unemployed	Columbia	SC	07/2023	10/2023
Unemployed	Blythewood	SC	04/2018	06/2019
Bank Of America, N.A.	Columbia	SC	07/2026	Present

06/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, SC
05/2025 → 06/2026

Bank Of America

Columbia, SC
08/2024 → 03/2025

United States Department Of Agriculture

Columbia, SC
10/2023 → 08/2024

Copart

Columbia, SC
05/2021 → 07/2023

Snipes Formally Known As Jimmy Jazz

Spartanburg, SC
11/2022 → 07/2023

Michael Kors

Gaffney , SC
06/2019 → 08/2019

Cmc Steel

Cayce, SC
01/2016 → 04/2018

Unemployed

Blythewood, SC
08/2019 → 05/2021

Unemployed

Spartanburg, SC
12/2017 → 04/2018

Bailey Foods Inc/ Subway

Blythewood, SC
06/2019 → 07/2019

Commercial Metals Company

Cayce, SC
07/2023 → 10/2023

Unemployed

Columbia, SC
04/2018 → 06/2019

Unemployed

Blythewood, SC
07/2026 → Present

Bank Of America, N.A.

Columbia, SC

Other Businesses

I*4782284 Entity Type: For Profit Name of OBA: OutCast Clothing Brand LLC Address: Blythewood, South Carolina, 29016 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/06/2021 Number of Hours: 0 Number of Hours during trading: 0 Duties: Clothing Brand I started in college and filed with state of south carolina for a LLC. Business is inactive and I have done anything with it since January of 2022 initial responsibilities were the run the clothing brand and finances, but since the brand is inactive there are no responsibilities.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-28

S66 Uniform Combined State Law Examination

2026-08-28

Other Names

Julian A Jordan

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