Steven Jay Sherman

Current Employers

Employment History

• 10/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 05/2011 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*118144For profit or not for profit: Non-Profit OrganizationName of outside business organization: Southern Legal Counsel, Inc.Investment related: NAddress of business:Gainesville, Florida 32601Nature of business: Corporation,Position, title, association: Advisory Board Member, Start date of relationship: 10/24/2018Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: They provide legal help. I would help with audit items and analyzing compensation and benefits to ensure they are sufficient to attract highly qualified staff and attorneys. I*71720For profit or not for profit: Non-Profit Financial InstitutionsName of outside business organization: university of north florida foundationInvestment related: NAddress of business:jacksonville, Florida 32224Nature of business: universtiry school,Position, title, association: Director, Start date of relationship: 8/1/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: help spread the word and build in local community I*1094284For profit or not for profit: Entity CharitableName of outside business organization: jfcs( foundation)Investment related: NAddress of business: jacksonville, floridaNature of business: ["Business or Industry Organization"]Position, title, association: ["Committee","Board Member"], [["Other"]]Start date of relationship: 12/1/2022Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: i am already on the jfcs board and it has been approved. they spun off an entity that is called jfcs foundation. it will be where investments are discussed and reviewed. I*2021303, Entity Type, Entity for Profit, Name of OBA: sherman jupiter llc, Address: Jupiter, FL, 33477, Investment Related: No, Position, Title, Association: Director, Employee Start Date: 09/26/2024, No Hours: 0, No Hours during trading: 0, Duties: i have owned a fractional interest in a home in jupiter florida which has been approved before-my attorney suggested this go to an llc for various reasons-nothing new as far as investment, we use this house about every 6-8 weeks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-12
• S63 Uniform Securities Agent State Law Examination
  1986-09-03

Other Names

• Steven J Shnurman
• Steven Jay Shnurman
• Steve Shnurman