John Taekyun O
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you John Taekyun O? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.AApr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
- Moe's BagelsJun 2025 to Dec 2025
- Americans GreetingsJun 2025 to Aug 2025
- Asu Preparatory AcademyJul 2024 to May 2025
- Young Mens Christian AssociationJun 2023 to Aug 2023
- Rye City School DistrictMay 2023 to Jun 2023
- HmartOct 2022 to Oct 2022
- YmcaJun 2022 to Jul 2022
- Rye City School DistrictMay 2022 to Jun 2022
- Home DepotMay 2021 to Sep 2021
- Arizona State UniversityAug 2019 to May 2024
- Lessings Food Service ManagementMay 2019 to Aug 2019
- Rye High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8216507
- Firm CRD
- 7691