Juan Guillermo Herrans Barreras

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

• 06/2010 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated (7691)
  Guaynabo, PR
• 01/2011 → Present
  Bank Of America, N.A.
  Guaynabo, PR

Other Businesses

(I)SANDY FEET DEVELOPMENT CORPORATION (II)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TESEO PROPERTIES, INC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SAN JUAN, 907 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 1/31/2002 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TESEO PROPERTIES MANAGES REAL ESTATE IN PUERTO RICO I*53892 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CENTROS SOR ISOLINA FERRE INVESTMENT RELATED: N ADDRESS OF BUSINESS: BO PLAYA PONCE, 0 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/9/2012 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: NON-PROFIT OFFERING MULTIDISCIPLINARY PROGRAMS GEARED TO TRANSFORMING DISADVANTAGED COMMUNITIES THROUGH EDUCATION, TRAINING, AND COMMUNITY SELF-HELP PROGRAMS. I HAVE BEEN INVITED TO BECOME A MEMBER OF THE AUDIT COMMITTE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-12
• S63 Uniform Securities Agent State Law Examination
  2010-10-19

Other Names

• Juan G Herrans
• Juan Guillermo Herrans Berreras
• Juan Guillermo Herrans
• Juan Guillermo Herrans Barreras
• Juan Guillermo Herrans