Jeanne S Howie

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

• 01/2000 → Present
  Merrill Lynch,Pierce,Fenner&Smith Nc
  Pensacola, FL

Other Businesses

I*2589262, Entity Type: , Name of OBA: R A H, Address: Milton, Florida, 32583, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/01/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3387266 Entity Type: N/A Name of OBA: Emerald Coast Jeepers Address: Milton, Florida, 32583 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: club of Jeep owners that get together for Jeep rides and some civic participation take notes of the meetings; keep lists of members

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-19
• S63 Uniform Securities Agent State Law Examination
  2001-08-01

Other Names

• Jeanne S Ford
• Jeanne Stewart Ford