Jeff Cheng Jin

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

• 01/2013 → 06/2019
  Cetera Investment Services
  Saint Cloud, MN
• 01/2014 → 06/2019
  Cetera Investment Advisers Llc
  Fremont, CA
• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX

Previous Registrations

• 2014-01-21 → 2019-06-08
  Cetera Investment Advisers Llc
  Fremont, CA
• 2013-01-29 → 2014-01-21
  Cetera Investment Services Llc
  Fremont, CA
  Temple City, CA
  San Jose, CA
  Newark, CA
  San Jose, CA
  Fremont, CA
  San Jose, CA
  San Jose, CA
  Santa Clara, CA
• 2011-10-11 → 2013-01-30
  Lpl Financial Llc
  Oakland, CA
  Oakland, CA
  Oakland, CA
  San Francisco, CA
  San Mateo, CA
  San Mateo, CA
  Cupertino, CA
  Fremont, CA
  Fremont, CA
  Fremont, CA
  Milpitas, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Cupertino, CA
• 2007-06-14 → 2011-10-11
  Uvest Financial Services Group, Inc.
  San Francisco, CA
  San Mateo, CA
  Oakland, CA
  San Mateo, CA
  Oakland, CA
  Oakland, CA
  Fremont, CA
  Cupertino, CA
• 2005-05-02 → 2007-05-24
  Td Ameritrade, Inc.
  Corte Madera, CA
  San Francisco, CA
• 2006-04-24 → 2007-05-24
  Td Ameritrade Investment Management, Llc
  San Francisco, CA
• 2004-04-13 → 2005-01-10
  Ucb Investment Services, Inc.
  San Francisco, CA
• 2002-04-23 → 2002-12-13
  Cetera Investment Services Llc
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2001-02-16

Other Names

• Jeffrey Cheng Jin
• Jeff Cheng Jin
• Jeff Jin