Ernest Bryan Osorio

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

• 04/2024 → 10/2025
  J.P. Morgan Securities Llc
  La Mirada, CA
• 04/2024 → 10/2025
  Jpmorgan Chase Bank, N.A.
  La Mirada, CA
• 11/2021 → 04/2024
  U.S. Bank
  Lancaster, CA
• 06/2018 → 09/2019
  Rtm Products Inc
  Santa Fe Springs, CA
• 09/2019 → 01/2021
  Cornerstone Marketing Concepts
  Downey, CA
• 09/2021 → 10/2021
  Intelliloan, Inc.
  Costa Mesa, CA
• 04/2014 → 05/2018
  Unemployed
  Santa Fe Springs, CA
• 02/2021 → 08/2021
  Unemployed
  Santa Fe Springs, CA
• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burbank, CA
• 08/2018 → 12/2019
  Cal State University Of Fullerton
  Fullerton, CA
• 02/2025 → 08/2025
  Fullerton College
  Fullerton, CA
• 01/2026 → Present
  Bank Of America, N.A.
  Burbank, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-30
• S63 Uniform Securities Agent State Law Examination
  2024-06-11

Other Names

• Ernest Osorio
• Ernest Bryan Osorio
• Ernest B Osorio