Jeremy George Wozunk

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-14
TX	RA	APPROVED_RES	2024-04-30

FL RA
APPROVED

Since 2026-01-14
TX RA
APPROVED_RES

Since 2024-04-30

Branch Locations

1000 S Federal Hwy, Deerfield Beach, FL 33441 • United States

150 E Palmetto Park Rd, Boca Raton, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Marlton	NJ	11/2020	03/2024
Northwestern Mutual	Tallahassee	FL	05/2019	11/2019
Top Dog Fitness	Tallahassee	FL	09/2018	10/2019
Oneloanplace	Tallahassee	FL	04/2017	09/2018
Florida State University	Tallahassee	FL	05/2016	05/2020
St. Augustine Preparatory High School	Richland	NJ	09/2012	09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mount Laurel	NJ	03/2024	Present
Germ-Nix Enterprises Llc	Marlton	NJ	05/2020	09/2020
Laurel Oak Wealth Management	Marlton	NJ	11/2020	03/2024
Bank Of America, N.A.	Mount Laurel	NJ	04/2024	Present

11/2020 → 03/2024

Ameriprise Financial Services, Llc

Marlton, NJ
05/2019 → 11/2019

Northwestern Mutual

Tallahassee, FL
09/2018 → 10/2019

Top Dog Fitness

Tallahassee, FL
04/2017 → 09/2018

Oneloanplace

Tallahassee, FL
05/2016 → 05/2020

Florida State University

Tallahassee, FL
09/2012 → 09/2016

St. Augustine Preparatory High School

Richland, NJ
03/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Laurel, NJ
05/2020 → 09/2020

Germ-Nix Enterprises Llc

Marlton, NJ
11/2020 → 03/2024

Laurel Oak Wealth Management

Marlton, NJ
04/2024 → Present

Bank Of America, N.A.

Mount Laurel, NJ

Previous Registrations

2022-02-25 → 2024-03-28

Ameriprise Financial Services, Llc

Marlton, NJ

Other Businesses

I*3908266, Entity Type: Entity For Profit, Name of OBA: Djent Z Holdings, Address: Deerfield Beach, Florida, 33441, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 03/16/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I will have total responsibility for the conduction of business. This encompasses obtaining the original media from the professionals (my clients), plugging the content into the appropriate software, transforming the media, and then delivering it to the client. This is a holding company for my "personal business". This consists only of using AI tools (gemini, anthropic) to create content for professionals such as real estate brokers and yacht brokers.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-20

S66 Uniform Combined State Law Examination

2021-07-20

View on SEC IAPD