Jacqueline S Terry

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

• 11/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA

Previous Registrations

• 2007-02-01 → 2008-11-25
  Citigroup Global Markets Inc.
  Mclean, VA
  Mclean, VA

Other Businesses

I*2605291, Entity Type: , Name of OBA: Estate of S M, Address: Sterling, Virginia, 20165, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/08/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-22
• S63 Uniform Securities Agent State Law Examination
  1999-01-14

Other Names

• Jacqueline Emminizer
• Jacqueline Suzanne Montgomeryemminizer
• Jacqueline Suzanne Montgomery
• Jacqueline Suzanne Montgomery-Lukoschek
• Jackie S Montgomery-Lukoschek
• Jackie S Lukoschek
• Jackie Montgomery
• Jacqueline S Lukoschek
• Jacqueline S Emminizer
• Jacqueline S Montgomery