Jennifer Erin Mccomb

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2018-05-23
TX	RA	APPROVED	2018-05-15
UT	RA	APPROVED	2018-05-02

WA RA
APPROVED

Since 2018-05-23
TX RA
APPROVED

Since 2018-05-15
UT RA
APPROVED

Since 2018-05-02

Branch Locations

Heber City, UT • United States

145 W 200 N, Provo, UT 84601 • United States

10400 Ne 4Th St, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
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	Provo	UT	09/2017	Present
Mountain Sage Natural Health & Accupuncture, Llc	Park City	UT	09/2016	09/2017
Unemployed	Portsmouth	VA	09/2013	09/2016
Bank Of America, N.A.	Provo	UT	05/2019	Present

09/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Provo, UT
09/2016 → 09/2017

Mountain Sage Natural Health & Accupuncture, Llc

Park City, UT
09/2013 → 09/2016

Unemployed

Portsmouth, VA
05/2019 → Present

Bank Of America, N.A.

Provo, UT

Previous Registrations

2005-03-24 → 2010-09-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pensacola, FL

Bellevue, WA

Pensacola, FL

Other Businesses

I*4521293 Entity Type: Entity Charitable Name of OBA: PanAtlantic Foundation Address: Portland, Maine, 4101 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/15/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: J1 High School Student Exchange Program Assisting in coordinating host families and school placement for incoming students. Being a support for host families.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-04-30

S66 Uniform Combined State Law Examination

2018-04-30

Other Names

Jennifer Erin Davis
Jennifer Erin Deluca
Jennifer Erin Outlaw
Jennifer Erin Deluca
Jennifer Erin Mccomb
Jennifer Mccomb

View on SEC IAPD