Jaymie Brian Wetzel

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
  Boston, MA

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Pasadena, CA
  Boston, MA
  Westlake Village, CA
  Los Angeles, CA
  Newport Beach, CA
  Westlake Village, CA
  Burlington, MA
  Pasadena, CA
  Boston, MA
  Pasadena, CA
  Burlington, MA
• 2002-08-28 → 2004-10-20
  Quick & Reilly, Inc.
  Cambridge, MA

Exams

• S66 Uniform Combined State Law Examination
  2001-01-08