John R Bannister

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

• 11/2017 → 09/2022
  Pruco Securities, Llc.
  Orchard Park, NY
• 07/2012 → 10/2016
  Cawley & Bergmann
  Buffalo, NY
• 11/2016 → 06/2017
  National Income Life Insurance Co
  Williamsville, NY
• 06/2017 → 10/2017
  Unemployed
  Hamburg, NY
• 12/2017 → 09/2022
  Prudential Insurance Company Of America
  Orchard Park, NY
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY
• 12/2022 → Present
  Bank Of America, N.A.
  Buffalo, NY

Previous Registrations

• 2021-06-07 → 2022-09-12
  Pruco Securities, Llc.
  Orchard Park, NY
  Syracuse, NY
  Williamsville, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-02-14
• S63 Uniform Securities Agent State Law Examination
  2017-10-28

Other Names

• John Raymond Bannister
• John Raymond Bannister