Simon Luca Ricardo Ignat

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

• 06/2022 → 01/2023
  Austin Awe Llc
  Austin, TX
• 11/2021 → 08/2022
  Capitol Credit Union
  Austin, TX
• 08/2021 → 01/2022
  Jos. A. Bank
  Austin, TX
• 12/2021 → 04/2022
  Texas Running Company
  Austin, TX
• 05/2020 → 01/2021
  Cabela's/Bass Pro
  Tooele, UT
• 11/2019 → 10/2020
  Hofstra University
  Hempstead, NY
• 08/2019 → 05/2020
  Hofstra University A/V Department
  Hempstead, NY
• 09/2018 → 05/2019
  Tooele High School
  Tooele, UT
• 05/2018 → 07/2018
  Frontline Auto Sales
  Tooele, UT
• 07/2023 → 10/2025
  J.P. Morgan Securities Llc
  San Antonio, TX
• 01/2021 → 05/2023
  The University Of Texas At Austin
  Austin, TX
• 09/2021 → Present
  Self Employment - Dj/Wedding Services
  San Antonio, TX
• 08/2015 → 05/2019
  Tooele High School
  Tooele, UT
• 08/2018 → 08/2018
  Unemployed
  Tooele, UT
• 06/2019 → 07/2019
  Unemployed
  Tooele, UT
• 01/2024 → 02/2024
  Generationtux/ Gen Tux Inc
  San Antonio, TX
• 07/2023 → 10/2025
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 03/2021 → 08/2021
  Fleet Feet Incorporated
  Austin, TX
• 11/2025 → Present
  Bank Of America, N.A.
  Austin, TX

Previous Registrations

• 2025-05-22 → 2025-10-27
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

I*3094283 Entity Type: Entity For Profit Name of OBA: Self Employment - DJ/Wedding Services Address: San Antonio, Texas, 78247 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 09/18/2021 Number of Hours: 16, Monthly Number of Hours during trading: 0, Monthly Duties: I provide DJ, lighting, and wedding coordination services on a part time basis. This does not occur during market hours. This has nothing to do with the investment industry. This only occurs outside of business hours. I am the only employee and I self report all income on Schedule C. The "business" is based out of my primary residential address. DJing, Lighting, event coordination

Exams

• S66 Uniform Combined State Law Examination
  2025-05-16
• S63 Uniform Securities Agent State Law Examination
  2023-10-04

Other Names

• Simon L Ignat
• Simon Luca Ricardo Ignat