Jason Kornreich

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

• 09/2013 → 06/2022
  Tiaa
  New York, NY
• 09/2013 → 08/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2022 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2013-09-20 → 2022-07-26
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 2011-05-19 → 2013-07-17
  Morgan Stanley
  Paramus, NJ
  Paramus, NJ

Other Businesses

I*2178276, Entity Type: For Profit, Name of OBA: Corn Property LLC, Address: Maywood, NJ, 07607, Investment Related: No, Position, Title, Association: Owner, Employee State Date: 01/28/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Duties: State of Ohio LLC to hold rental properties assets. I am the only owner with a manager on the ground dealing with day to day activities. I*: 2198315 Entity Type: For Profit Name of OBA: Corn Property LLC Address: Eyria, OH 44035 Investment Related: No Position, Title, Association: Owner Employee Start Date: 2/12/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Holding company of rental real estate. I am the sole owner with onsite manager I*3159273Entity Type: For ProfitName of OBA: Corn Property LLC Address: Lorain, Ohio, 44052Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 12/01/2025Number of Hours: 2, MonthlyNumber of Hours during trading: 0 Duties: LLC is designed to house rental properties. run the LLC, but not the day to day operation of the LLC. Rental Manager does all the work for me.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-18
• S63 Uniform Securities Agent State Law Examination
  1997-04-29

Other Names

• Jason Eric Kornreich