Best Investors Account Sign in

Jennifer Tso

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-16
NY RA APPROVED 2024-12-06
  • TX RA
    APPROVED_RES
    Since 2025-01-16
  • NY RA
    APPROVED
    Since 2024-12-06

Branch Locations

75 Rockefeller Plz, New York, NY 10019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 10/2015 07/2022
Ubs Financial Services New York NY 07/2022 10/2023
Merrill Lynch New York NY 11/2024 Present
N/A New York NY 10/2023 11/2024
Bank Of America, N.A. New York NY 12/2024 Present
  • 10/2015 → 07/2022
    Morgan Stanley
    New York, NY
  • 07/2022 → 10/2023
    Ubs Financial Services
    New York, NY
  • 11/2024 → Present
    Merrill Lynch
    New York, NY
  • 10/2023 → 11/2024
    N/A
    New York, NY
  • 12/2024 → Present
    Bank Of America, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-28
  • S66 Uniform Combined State Law Examination
    2016-05-28
Other Names
  • Jennifer Hsiao Tso
  • Jennifer Tso

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor