Jeremy Wayne Fuller

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-11
CA	RA	APPROVED	2026-03-14

Branch Locations

14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Scottsdale	AZ	02/2026	Present
Unemployed	Scottsdale	AZ	01/2026	02/2026
W.P Carey Department Of Finance	Tempe	AZ	01/2024	12/2025
Asu School Of Accountancy	Tempe	AZ	09/2024	12/2025
Merrill Lynch	Scottsdale	AZ	07/2024	09/2024
Asu	Tempe	AZ	08/2022	12/2025
Mountainside Middle School	Scottsdale	AZ	01/2016	05/2018
Nordstroms	Scottsdale	AZ	06/2023	08/2023
Chaparral High School	Scottsdale	AZ	08/2018	05/2022
Athletico Physical Therapy	Scottsdale	AZ	06/2025	09/2025
Bank Of America, N.A.	Scottsdale	AZ	02/2026	Present

02/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scottsdale, AZ
01/2026 → 02/2026

Unemployed

Scottsdale, AZ
01/2024 → 12/2025

W.P Carey Department Of Finance

Tempe, AZ
09/2024 → 12/2025

Asu School Of Accountancy

Tempe, AZ
07/2024 → 09/2024

Merrill Lynch

Scottsdale, AZ
08/2022 → 12/2025

Asu

Tempe, AZ
01/2016 → 05/2018

Mountainside Middle School

Scottsdale, AZ
06/2023 → 08/2023

Nordstroms

Scottsdale, AZ
08/2018 → 05/2022

Chaparral High School

Scottsdale, AZ
06/2025 → 09/2025

Athletico Physical Therapy

Scottsdale, AZ
02/2026 → Present

Bank Of America, N.A.

Scottsdale, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-13