Jennifer Bentley

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

• 06/2003 → 09/2016
  Jp Morgan Chase Bank
  New York, NY
• 01/2004 → 09/2016
  Chase Investment Services Corp.
  New York, NY
• 04/2019 → 01/2022
  Hsbc Bank Usa, N.A.
  New York, NY
• 05/2019 → 01/2022
  Hsbc Securities (Usa) Inc.
  New York, NY
• 10/2016 → 12/2018
  Njsm Llc
  Staten Island, NY
• 05/2018 → 05/2019
  Kms Realty Group
  Staten Island, NY
• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
• 08/2023 → Present
  Bank Of America N.A.
  Red Bank, NJ

Other Businesses

I*: 1340253 Entity Type: Charitable Name of OBA: Bayshore PTO Address: Leonardo, NJ 07737 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/09/2023 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: I will work with parents and teachers to do activities

Exams

• S66 Uniform Combined State Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  2019-07-03

Other Names

• Jennifer Christine Bentley
• Jennifer Patti