Lisa O Grenvicz

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

• 08/2023 → 11/2024
  J.P. Morgan Securities Llc
  Nashville, TN
• 08/2023 → 11/2024
  Jpmorgan Chase Bank, N.A.
  Nashville, TN
• 08/2014 → 07/2023
  Vision Realty Partners, Llc
  Mount Juliet, TN
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
• 01/2025 → Present
  Bank Of America, N.A.
  Brentwood, TN

Exams

• S66 Uniform Combined State Law Examination
  2025-02-14
• S63 Uniform Securities Agent State Law Examination
  2023-10-18

Other Names

• Lisa Olivia Grenvicz
• Olivia Grenvicz
• Lisa Olivia Jones
• Lisa Olivia Grenvicz-Jones
• Olivia Grenvicz-Jones
• Olivia Jones
• L Olivia Grenvicz
• L Olivia Jones
• L Olivia Grenvicz-Jones
• Lisa Jones
• Lisa Olivia Fox
• Lisa Grenvicz
• Lisa Olivia Grenvicz