Joseph Dehni

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

• 02/2017 → 03/2019
  7 Eleven
  Lake Elsinore, CA
• 12/2015 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Murrieta, CA
• 12/2015 → 07/2021
  Bank Of America, N.A.
  Murrieta, CA
• 07/2021 → 10/2021
  Jpmorgan Chase Bank, N.A.
  Winchester, CA
• 07/2021 → 10/2021
  J.P. Morgan Securities Llc
  Winchester, CA
• 01/2021 → Present
  Brothers Associates Llc/The Ups Store
  Wildomar, CA
• 10/2021 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Murrieta, CA
• 04/2022 → 09/2022
  Fidelity Investments
  Covington, KY
• 09/2022 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Elsinore, CA
• 06/2024 → 12/2024
  J.P. Morgan Securities Llc
  Irvine, CA
• 06/2024 → 12/2024
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 04/2024 → 05/2024
  Fedex Ground
  Chino, CA
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA
• 11/2024 → Present
  Detroit Pizza Company Llc
  Murrieta, CA
• 01/2025 → Present
  Bank Of America, N.A.
  Riverside, CA

Previous Registrations

• 2024-06-20 → 2024-12-03
  J.P. Morgan Securities Llc
  Tempe, AZ
  Los Angeles, CA
• 2022-11-23 → 2024-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Elsinore, CA
  Lake Elsinore, CA
  Lake Elsinor, CA
  Chandler, AZ
  Lake Elsinore, CA
  Chicago, IL
  Lake Elsinore, CA
• 2022-05-27 → 2022-09-27
  Fidelity Personal And Workplace Advisors
  Wildomar, CA
• 2021-12-01 → 2022-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Elsinore, CA
• 2021-08-13 → 2021-10-23
  J.P. Morgan Securities Llc
  Winchester, CA
• 2020-02-21 → 2021-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menifee, CA
  Murrieta, CA
  Murrieta, CA
  Murrieta, CA
  New York, NY
  Lake Elsinore, CA

Other Businesses

I*1395263 Entity Type: For Profit Name of OBA:Brothers Associates LLC Address:Winchester California Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:01/01/2024 No Hours: 10 Monthly No Hours during trading:0 Monthly Duties:Part owner/investor owner of The UPS Store Franchise I*2109276, Entity Type: For Profit, Name of OBA: Detroit Pizza Company LLC, Address: Murrieta, CA 92562, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 11/17/2024, No Hours: 10 monthly, No Hours during trading: 0, Duties: Pizza restaurant and I am a part owner/investor. I will be assisting mainly with advertising and promoting the business. This is only on as needed basis for a couple hours a week on the weekend and will not conflict with my job duties at Merrill.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-20

Other Names

• Joseph Dehni
• Joseph E Dehni
• Joseph Elias Dehni