Jane Robin Heller-Gerard

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

• 03/1995 → Present
  Bank Of America, N.A.
  New York, NY
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2003-01-30 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY

Other Businesses

I*412600, Entity Type: Entity For Profit, Name of OBA: providence 2201 llc, Address: providenve rhode island, Rhode Island 02903, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/01/2021, No Hours: 0, No Hours during trading: 0, Duties: rental property rent 3000 month

Exams

• S66 Uniform Combined State Law Examination
  2003-01-29
• S63 Uniform Securities Agent State Law Examination
  2001-06-11

Other Names

• Jane R. Tonkens
• Jane R. Gerard
• Jane Robin Heller