Jacqueline G Slye

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

• 02/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Delray Beach, FL

Other Businesses

I*51799 For profit or not for profit: For-Profit Organization Name of outside business organization: Top-Notch Delivery Service Investment related: N Address of business: Boynton Beach, Florida 33426 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 2/28/2012 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: minimum clearical work for my husband company 10 hours a month I*115785 For profit or not for profit: For-Profit Organization Name of outside business organization: Isagenix Investment related: N Address of business: gilbert, Arizona 85297 Nature of business: Other,1099 independent consultant Position, title, association: Part-Time, Start date of relationship: 7/10/2018 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: independent consultant for a nutritional solutions

Exams

• S66 Uniform Combined State Law Examination
  2012-02-16

Other Names

• Jacqueline Irene Gregory
• Jacqueline Irene Gregory
• Jacqueline Irene Gregory