Kianna Fiouzi

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

• 05/2019 → 05/2024
  Jpmorgan Chase Bank Na
  Los Angeles, CA
• 06/2020 → 05/2024
  Jpmorgan Securities Llc
  Los Angeles, CA
• 01/2020 → 03/2020
  Loyola Marymount University
  Los Angeles, CA
• 01/2019 → 05/2020
  Loyola Marymount University
  Los Angeles, CA
• 05/2019 → 05/2024
  Jp Morgan Private Bank
  Los Angeles, CA
• 05/2018 → 11/2018
  Morgan Stanley
  Long Beach, CA
• 06/2017 → 08/2017
  Fiouzi Insurance Services
  Los Angeles, CA
• 02/2017 → 08/2017
  Toscanova Restaurant
  Calabasas, CA
• 10/2016 → 10/2016
  Islands Restaurants
  Woodland Hills, CA
• 02/2016 → 09/2016
  Unemployed
  Calabasas, CA
• 08/2016 → 05/2017
  Moorpark College
  Moorpark, CA
• 01/2017 → 05/2020
  Loyola Marymount University
  Los Angeles, CA
• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2024 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2024-04-03 → 2024-05-30
  J.P. Morgan Securities Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-03
• S63 Uniform Securities Agent State Law Examination
  2020-10-03

Other Names

• Kianna Fiouzi
• Kianna Touba Fiouzi