Brendan Jones-Williams

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 05/2025 → 06/2025
  Charles Schwab
  Austin, TX
• 05/2024 → 08/2024
  Charles Schwab
  Austin, TX
• 05/2022 → 08/2022
  College Possible
  Austin, TX
• 08/2021 → 05/2025
  Columbia University
  New York, NY
• 08/2014 → 05/2021
  Aisd
  Austin, TX
• 08/2017 → 12/2024
  Austin Community College
  Austin, TX
• 04/2019 → 07/2019
  Theriot Interests I L P
  Lake Travis, TX
• 05/2023 → 08/2023
  College Possible
  Austin, TX
• 07/2023 → 09/2023
  Theriot Interests I L P
  Lake Travis, TX
• 01/2020 → 03/2020
  Destiny Foods Inc
  Pflugerville, TX
• 03/2021 → 06/2021
  Foot Locker, Inc
  Austin, TX
• 03/2020 → 12/2020
  H-E-B, Lp
  Pflugerville, TX
• 11/2022 → 01/2023
  Columbia University In The City Of Ny
  New York, NY
• 09/2023 → 01/2024
  Columbia University In The City Of Ny
  New York, NY
• 10/2025 → Present
  Bank Of America, N.A.
  Austin, TX

Other Businesses

I*3806265 Entity Type: Entity For Profit Name of OBA: TTW Transportation Inc. Address: Hutto, Texas, 78634 Investment Related: No Position, Title, Association: Officer,Consultant/Independent Contractor Employee Start Date: 02/28/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: TTW Transportation Inc. is a privately held trucking and logistics company that provides local and regional delivery and transportation services, including scheduled on-demand transport of general freight, medical equipment, and non-regulated supplies for commercial and institutional clients. The business operates as a standard transportation carrier and does not provide financial, investment, insurance, or securities related services. Its activities are limited to logistics, delivery, and related operational support within the transportation industry. My role will be limited to a part-time, non-managing business development and advisory capacity. Responsibilities include: Assisting with general business development strategy and relationship outreach to potential commercial clients. Providing high level financial planning, budgeting, and operational growth guidance for the business. Supporting marketing, pricing, and service planning discussions. I will not participate in day-to-day transportation operations, dispatching, driving, hiring/firing, or operational management. I will have no authority over company funds, bank accounts, or financial custody, and I will not provide investment, insurance, or securities related services, All activities will occur outside of Merrill working hours and will remain separate from my role at Merrill, with no solicitation of Merrill clients.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-01

Other Names

• Brendan Jones-Williams
• Brendan Bilal Jones