Jeffrey Nichols Wise

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 04/2020 → 05/2024
  Fieldcraft Survival, Llc.
  Provo, UT
• 02/2020 → 04/2020
  Unemployed
  Corpus Christi, TX
• 02/2020 → 03/2020
  Uss Lexington Museum
  Corpus Christi, TX
• 06/2019 → 12/2019
  Unemployed
  Corpus Christi, TX
• 11/2018 → 06/2019
  Lines For Life
  Portland, OR
• 05/2015 → 12/2018
  Texas Tech University
  Lubbock, TX
• 06/2024 → Present
  Bank Of America, N.A.
  Corpus Christi, TX

Other Businesses

I*: 2190278Entity Type: CharitableName of OBA: South Texas Botanical Gardens & Nature CenterAddress: Corpus Christi, TX 78413Investment Related: NoPosition, Title, Association: Board member Employee Start Date: 2/25/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: Environmental education, attend monthly meetings, fundraising, and promoting the garden. I*3819294Entity Type: Entity CharitableName of OBA: Man in the MirrorAddress: Casselberry, Florida, 32707Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 03/02/2026Number of Hours: 10, MonthlyNumber of Hours during trading: 0, MonthlyDuties: The purpose of the Man in the Mirror Advisory Board is to offer insight on how to advise discipleship pathways for men across churches and communities as well as insight on how to effectively reach and engage men today at cultural, community, and church levels. The overall goal is to find a bridge of connection to better address cultural and spiritual challenges facing men. I have been asked to join this board through my experiences as a Christian, a young father, and a combat veteran. My responsibilities would be to join video conference calls at the national level to provide insights on organization initiatives, mentorship opportunities, relational discipleship efforts. I*4422282, Entity Type: Entity Charitable, Name of OBA: Corpus Christi Symphony Orchestra (CCSO), Address: Corpus Christi, Texas, 78403, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 08/01/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Act as ambassadors of the Symphony in order to cultivate additional community involvement which promotes and encourages music appreciation at all levels Assist the Symphony Board, Symphony members, and staff in establishing and maintaining a favorable climate in the community Act as a ¿community sounding board¿ for existing or anticipated problems, which could have an impact on community relations Actively support the CCSS by being a season ticket subscriber. The Corpus Christi Symphony Orchestra¿s mission is to inspire, engage, and educate diverse audiences through live, high quality musical performances.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-27

Other Names

• Jeff Wise
• Jeffrey N Wise