Jaime W Wright

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

• 03/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY
• 03/2015 → Present
  Bank Of America, N.A.
  White Plains, NY

Previous Registrations

• 2001-06-06 → 2015-03-11
  Equitable Advisors, Llc
  New York, NY
  New York, NY

Other Businesses

M.A.N MINORITY ATHLETE NETWORK- CHARITABLE ORGANIZATION-BOARD MEMEBER HRS/MO: 4I*2463275, Entity Type: , Name of OBA: Rental Property 1, Address: Bronx, New York, 10462, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 06/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2465276, Entity Type not a for-profit , Name of OBA: VW Finance Committee Address: New YorkNew York10027 Investment Related: No Position, Title, Association: voluntary support Employee Start Date: June 30, 2025 No Hours: 1 monthly No Hours during trading: 0 Duties: VW Finance Committee - our condo board is comprised of 5 members. Three represent the sponsor and two are resident owners. The VW finance committee is a adhoc volunteer group of residents established to give input to the two resident board members on various building initiatives/concerns. It has no power or voting privileges. No access to bank accounts. We're not involved with any investment decisions. As owners of our respective apartments, we're entitled to financial statements prepared by a CPA at the end of the fiscal year.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-29
• S63 Uniform Securities Agent State Law Examination
  1992-08-01

Other Names

• Jaime Wright