Jaie Kelly Arlington

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ft Worth, TX
• 07/2021 → Present
  Sanctuary Securities
  Indianapolis, IN

Previous Registrations

• 2009-10-23 → 2021-07-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Fort Worth, TX
  Dallas, TX
  Ft. Worth, TX
  Dallas, TX
  Fort Worth, TX
  Amarillo, TX
  Midland, TX
  Fort Worth, TX
  Southlake, TX
• 2008-05-29 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Addison, TX

Other Businesses

(1) Organization: Paul E Kelly and Sue R Kelly JT TEN Position/Title POA Date of Affiliation: 05/19/2022 Address 1:7534 Kathy Ln, Suite 101 City:Benbrook State:Texas Zip:76126 Nature of business: POA for my parents accounts: Is this an investment-related activity? Yes Hours per month devoted to this business? 0 Hours per month during trading hours devoted to this business: 0

Exams

• S66 Uniform Combined State Law Examination
  2008-05-27

Other Names

• Julie Lewis
• Jaie Lewis
• Jaie Kelly Lewis
• Jaie Arlington