John Pierre Thibault

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

• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Birmingham, MI
• 11/2016 → 01/2019
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
• 01/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI

Previous Registrations

• 2016-06-10 → 2019-01-30
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
• 2008-07-11 → 2016-06-20
  Fifth Third Securities, Inc.
  Rochester, MI
  Troy, MI
  Royal Oak, MI
  Bloomfield Hills, MI
  Auburn Hills, MI
  Troy, MI
  Bloomfield Hills, MI
  Bloomfield, MI
  Royal Oak, MI
  Auburn Hills, MI
  Southfield, MI
  Detroit, MI

Other Businesses

Status: APPRVD I*600231 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Birmingham, Michigan, 48009 Nature of business: Position, title, association: Sole owner, Start date of relationship: 11/17/2021 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2001-08-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John P Thibault
• John Pierre Thibault
• John Thibault