Jason Nicholas Kimlick

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

• 07/2016 → 07/2017
  Axa Advisors
  New York, NY
• 07/2017 → Present
  Bank Of America, N.A.
  Newport News, VA
• 07/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport News, VA

Previous Registrations

• 2016-10-28 → 2017-07-25
  Equitable Advisors, Llc
  Norfolk, VA

Other Businesses

For profit or not for profit: non profit Name of outside business organization: SIGA Ministry Partners Investment related (Y/N): no Address of business: Troy, VA Nature of business: Central America Religious Ministry Position, title, association: Board Member Start date of relationship:2006 Number of hours devoted 5 Hours/Month Number of hours devoted during trading hours: 0 Duty Voluntary Board Leadership I*2135257, Entity Type: Fiduciary, Name of OBA: M A M E K, Address: North Babylon, New York, 11703, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 21-Dec-2024, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2016-10-24
• S63 Uniform Securities Agent State Law Examination
  1997-03-20

Other Names

• Brent Kimlick
• Brent Kimlick
• Jason 'BRent' N. Kimlick
• Jason Nicholas Kimlick
• Jason Kimlick