Justin R Pearce

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

• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 10/2022 → 03/2023
  Unemployed
  San Jose, CA
• 10/2016 → 10/2022
  O'NEill Vintners And Distillers
  Parlier, CA
• 10/2014 → 10/2016
  Avery's Trail Distilling Company
  San Jose, CA
• 04/2023 → Present
  Bank Of America, N.A.
  San Jose, CA

Other Businesses

I*: Name of the other business - Rental Property 1, 2 Investment-related: No Address of the other business - Austin, TX, 78705, New Braunfels, TX, 78130 Title, or relationship with the other business- Co-owner of the 2 houses Start date of your relationship - Bought Gruene property Sept 2010; Whitis property Sept 2004 Approximate number of hours/month you devote to the other business: Less than 1 hour per month Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Collaborating with property managers on rental fees and property upgrades. The property managers do the work and I simply give them answers to their questions I*: 2642303 Entity Type: Fiduciary role Name of OBA: The D. G. P. and V. L. R. P. Re Address: Los Gatos, CA 95033 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 07/21/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Successor Trustee/Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2023-06-27