John Storer

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 08/2015 → 05/2018
  Manhattan Beach Middle School
  Manhattan Beach, CA
• 06/2024 → Present
  Bank Of America, N.A
  Fort Worth, TX
• 12/2025 → 04/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2026 → 04/2026
  Northwestern Mutual Investment Services Llc
  Fort Worth, TX
• 06/2020 → 11/2020
  Gelsons Markets
  Manhattan Beach, CA
• 08/2018 → 05/2022
  Mira Costa High School
  Manhattan Beach, CA
• 06/2021 → 08/2023
  Beachsports
  Manhattan Bch, CA
• 06/2024 → 07/2025
  Wedbush Securities
  Los Angeles, CA
• 07/2025 → 08/2025
  Northwestern Mutual Life Insurance Company
  Fort Worth, TX
• 05/2025 → 12/2025
  The Next Level Sales Consulting
  El Segundo, CA
• 08/2022 → 05/2026
  Texas Christian University
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-06-25

Other Names

• Jack Storer