Jose E Solis Vega

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

• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sugar Land, TX
• 01/2016 → Present
  Bank Of America, N.A.
  Sugar Land, TX

Other Businesses

I*429054 Entity For Profit Name of OBA: jjc construction llc Address: richmond, Texas, 77469 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/01/2010 No Hours: 4 No Hours during trading: 0 Duties: JJC construction is a family run company it builds homes in the Houston market. is a non investment company. my responsibilities is as an assistant. during the weekends deposit checks purchase materials invoice clients ect.. I*456561 Entity For Profit Name of OBA: LYFT Address: san francisco, California, 94104 Investment Related: No Position, Title, Association: Other Employee Start Date: 10/18/2017 No Hours: 25 No Hours during trading: 0 Duties: is a driving service like uber.drive people to destinations .

Exams

• S66 Uniform Combined State Law Examination
  2017-06-05

Other Names

• Jose Solis