Jeffrey Park

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

• 07/2011 → 03/2022
  Bank Of America, Na
  Atlanta, GA
• 07/2011 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 03/2022 → 11/2022
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 03/2022 → 11/2022
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY

Previous Registrations

• 2022-04-05 → 2022-10-18
  J.P. Morgan Securities Llc
  Brooklyn, NY
  Brooklyn, NY
• 2018-07-27 → 2022-03-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lawrenceville, GA
  Oakwood, GA
  Lawrenceville, GA
  Oakwood, GA
  Lawrenceville, GA
  Athens, GA
  Buford, GA
  Winder, GA

Other Businesses

I*1625282Name of OBA:Rental Property 1Address:LAWRENCEVILLE,GeorgiaInvestment Related:NoPosition, Title, Association:Sole ownerEmployee Start Date:03/06/2021No Hours: 0No Hours during trading: 0Duties:Sole owner I*3228272, Entity Type: , Name of OBA: Rental Property 2, Address: Lawrenceville, Georgia, 30043, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 11/20/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2018-07-25

Other Names

• Jeffrey Park
• Jeff Park