Jason M Steeber

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
  Cincinnati, OH
• 11/2017 → 03/2023
  Hearing Lab Technology
  Fort Worth, TX
• 03/2015 → 11/2017
  Miracle Ear
  Cincinnati, OH
• 02/2017 → 04/2017
  Roosters (We Be Wings Wch)
  Washington Court House, OH
• 05/2023 → Present
  Bank Of America, N.A.
  Cincinnati, OH

Other Businesses

I*: 2622295 Entity Type: Business or Industry Organization Name of OBA: BNI: Business Network International Address: Cincinnati, OH 45249 Investment Related: No Position, Title, Association: Officer Employee Start Date: 10/01/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 2 hrs wkly Duties: Business Networking for prospects. Vice President: New Membership Approval, Current Member Participation.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-14