Jennifer Marie Shaw

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

• 07/2009 → 08/2021
  Deutsche Bank Trust Company Americas
  New York, NY
• 09/2009 → 08/2021
  Deutsche Bank Securities Inc.
  New York, NY
• 08/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*1774261, Entity Type: Entity For Profit, Name of OBA: Home Place Greenwich LLC Address: Stamford, CT Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 08/01/2022No Hours: 1hr/mo No Hours during trading: 0 Duties: administrative I*: 2832296Entity Type: For ProfitName of OBA: XXXX C Avenue LLCAddress: Bronx, NY 06902Investment Related: NoPosition, Title, Association: Committee, OtherEmployee Start Date: 09/15/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: Assist my mother with writing to tenants when formal communication is needed, to help pay bills using online bill pay. My mother is the sole owner and decision maker. single member LLC to hold a rental property I*2851272, Entity Type: , Name of OBA: Indian Harbor View Association II, Inc, Address: Greenwich, Connecticut, 06830, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 09/22/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: President that will pay bills related to unit A and B - landscape, insurance or any needs related to the common areas, condo made up of 2 units

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-16
• S63 Uniform Securities Agent State Law Examination
  1997-01-31

Other Names

• Jennifer Marie Geni
• Jennifer Marie Shaw
• Jennifer Marie Geni-Shaw
• Jennifer Marie Shaw
• Jennifer Geni-Shaw
• Jennifer Geni
• Jennifer M Shaw