Jennifer Lynn Oprinski

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield Twp, MI
• 05/2011 → Present
  Bank Of America, N.A.
  Clinton Township, MI

Previous Registrations

• 2008-10-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Chesterfield Twp, MI
  Warren, MI
• 2006-11-02 → 2008-10-24
  Lasalle Financial Services, Inc.
  Chesterfield Twp, MI
  Warren, MI
  Chicago, IL
  Chesterfield Twp, MI
  Macomb, MI
  Shelby Township, MI
  Mt. Clemens, MI
  Clinton Township, MI
  Clinton Township, MI
  Macomb, MI
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-16
• S63 Uniform Securities Agent State Law Examination
  2002-05-21