Hilary Prentiss Jones

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

• 11/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menlo Park, CA
• 09/2009 → Present
  Bank Of America, N.A.
  Menlo Park, CA

Previous Registrations

• 2004-01-29 → 2004-11-09
  A. G. Edwards & Sons, Inc.
  Redwood City, CA

Other Businesses

I*725239 Entity Type: N/A Name of OBA: SPARC Address: Los Altos, California, 94023 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/28/2022 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: N/A

Exams

• S66 Uniform Combined State Law Examination
  2004-01-28

Other Names

• Hilary Jones Hollister
• Hilary Jones Lyon