Andrew David Jackel

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

• 09/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2009 → Present
  Bank Of America, Na
  New York, NY

Other Businesses

I*30097 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 122-124 MAIN ST INVESTMENT RELATED: Y ADDRESS OF BUSINESS: NYACK, NEW YORK 10960 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 12:00:00 AM NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PARTNER I*8163 For profit or not for profit: Name of outside business organization: !2 Lucy Lane Investment related: Address of business: Westhampton Beach, New York 11978 Nature of business: , Position, title, association: , Start date of relationship: 7/1/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*, Entity Type Fiduciary Role , Name of OBA: J Family Trust Address: Ardsley, New York, 10502 Investment Related: Yes Position, Title, Association: Co-Trustee Employee Start Date: 07/01/2024 No Hours: 2 Yearly No Hours during trading: 1 Yearly Duties: Co-Trustee

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-28
• S63 Uniform Securities Agent State Law Examination
  1997-01-27

Other Names

• Andrew D Jackel