Jeffrey Jay Edman

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2020-12-09
MD	RA	APPROVED	2005-02-18
SD	RA	APPROVED	1996-08-02
TX	RA	APPROVED_RES	1996-07-23

IA RA
APPROVED

Since 2020-12-09
MD RA
APPROVED

Since 2005-02-18
SD RA
APPROVED

Since 1996-08-02
TX RA
APPROVED_RES

Since 1996-07-23

Branch Locations

110 S Phillips Ave, Sioux Falls, SD 57104 • United States

Spirit Lake, IA • United States

Sioux Falls, SD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sioux Falls	SD	05/1996	Present
Bank Of America,Na	Sioux Falls	SD	12/2009	Present

05/1996 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sioux Falls, SD
12/2009 → Present

Bank Of America,Na

Sioux Falls, SD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-07-24
S63	Uniform Securities Agent State Law Examination	1991-06-05

S65 Uniform Investment Adviser Law Examination

1996-07-24
S63 Uniform Securities Agent State Law Examination

1991-06-05

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Exams

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