Carlina Jessen

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

• 06/1995 → Present
  Merrill Lynch
  Buffalo, NY

Other Businesses

I*: 2487264 Entity Type: For Profit Name of OBA: G&C Signature Rentals Address: Middletown, NJ 07748 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/20/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: minimal - Short term managed by resort. They interact with renters and collect funds I*2600271 Entity Type: Charitable Name of OBA: Count Basie Center for the Arts Address: Red Bank, New Jersey, 7701 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/31/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: The Count Basie Center for the Arts creates shared educational, artistic, and community experiences that ignite curiosity, understanding, and joy. Its responsive, inclusive programming reflects the diverse spirit and aspirations of its patrons, students, artists, and staff, welcoming them to participate as their most authentic selves. Board members of the Count Basie Center for the Arts are responsible for guiding the organization's mission, ensuring its financial health, and providing strategic direction. They help fulfill the organization's mission to inspire, educate, and entertain, and actively participate in fundraising efforts. Additionally, they play a key role in recruiting new board members and enhancing communication within the board. The above is from the Basie trustee handbook. In my role, I will not be fund raising, rather providing ideas to that could maximize and streamline their fundraising efforts. As an example, make a suggestion for a marketing campaign. I will also not be involved with the finances of the non-profit. That line in the handbook to meant to apply to potential Board Member voting that will have financial outcomes for the organization.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-30

Other Names

• Carlina De Jesus