Joseph Churchill 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

• 06/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 12/2009 → Present
  Bank Of America, N.A.
  Corpus Christi, TX

Other Businesses

I*44816NON-PROFIT, USS LEXINGTON MUESUEM ON THE BAY, INVEST RELATED: NADDRESS: CORPUS CHRISTI, Tx 78402, ,POSITION: OFFICER, START: 9/30/2011, HOURS: 2 HOUR(S) MONTHLY, HOURS DURING TRADING HOURS: 0, DUTIES: EDUCATIONAL MUESEUM OF US MILITARY (MOSTLY NAVY AND USMC)PRESIDENT I*110118Non-Profit, USO South Texas, Invest related: N,Address: Corpus Christi, Tx 78419, , Position: Advisory Board Member, Start : 11/15/2017, hours: 2 hour(s) Monthly, hours during trading hours: 0,Duties: Raise money for USO I*110117NON-PROFIT, ISLANDER ATHLETIC FUND BOARD, INVESTMENT RELATED: NADDRESS: CORPUS CHRISTI, Tx 78412,POSITION: ADVISORY BOARD MEMBER, START: 11/15/2017, HOURS: 2 HOUR(S) MONTHLY, HOURS DURING TRADING HOURS: 0,DUTIES: TO RAISE MONEY FOR STUDENT ATHLETES' SCHOLARSHIPS I*114115For-Profit, Gulfstream Condominium, Invest related: N,Address: Corpus Christi, Tx 78418,,Position: Owner, Start: 6/1/2018,hours: 1 hour(s) Monthly, hours during trading hours: 0,Duties: I own a condo at Gulfstream and will be renting the property. I*121336Non-Profit, Corpus Christi Mueseum of Science and History,Invest related: N, Address: Corpus Christi, Tx 78401,, Position: Director, Start: 4/11/2019, hours: 4 hour(s) Quarterly, hours during trading hours: 1, Duties: Education and Community engagement. I*129545 Non-Profit Name : South Texas Botanical GardensCorpus Christi, Tx 78413Position: Advisory Board Member, Start: 2/27/2020 hours: 3 hours Quarterly hours during trading: 0 Duties: environmental education I*131535 Non-Profit Name : Coros Christi SymphonyInvest related: NAddress: Corpus Christi, Tx 78401,Position: Committee Member, Start: 6/30/2020 hours: 3 hour(s) Monthly hours during trading : 0 Duties: Musical entertainment and arts I*1225260 Name : American Heart AssocationInvest related: NAddress: Position: , Start : hours: hour(s) during trading: Duties: , Heart Health. Chair of Fundraising Event. Recruiting local business leaders to help reach event fundraising goals I* 1805283 Charitable Name : Corpus Christi Police Foundation Invest related: no Address: Corpus Christi, TX, 78401 Position: Board Member Start: 05/20/2024 hours: 5 monthly hours during trading: 1 Duties: Supports police department financially and materially in equipment and training. I*1866273, Charitable, Name : Rotary Northwest Address: Corpus Christi Tx 78410 Invest Related: No Position: Officer Start: 06/26/2024 No Hours: 3 Monthly No Hours during trading: 1 Monthly Duties: Good will to mankind I*2227304, Entity Type: , Name: CORPUS CHRISTI MEDICAL CENTER, Address: CORPUS CHRISTI, TX, 78412, Invest Related: N, Position: Board Member, Start: 04/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Advisory Board Only -No Budget or financial review responsibilities HOSPITAL - PROVIDES MEDICAL SERVICES, striving to deliver high quality, cost-effective health care in the communities we serve.. RESPONSIBILITY IS TO HELP ENSURE THE HOSPITAL FOLLOWS IT'S MISSION. Act as liaison between the community and the facility. Provide contacts with the community. Represent the organization within the I*3742285, Entity Type, Name: Nueces County River Authority Address: Robstown TX 78380Invest Related: n Position: advisory board Start :03/20/2026 Hours: 4 monthly Hours during trading:1 monthly Duties:Advice on how to get water and conservation messages to the community. I*4497268,Entity Charitable, Name: Catholic Charities of Corpus Christi, Address: Corpus Christi , Texas, 78408, Invest Related: N, Position: Board Member, Start : 05/15/2026, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: Board Member - Oversight and direction of the mission. Overseeing agency operations, ensuring ethicalcompliance, and supporting fundraising for community programs like disaster response, food pantries, and immigration assistance.Providing Help. Creating Hope. Serving all. Offers diverse support to familes

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-30
• S63 Uniform Securities Agent State Law Examination
  1986-09-04

Other Names

• Jay Wise
• Joseph Churchill Jr Wise