Jennifer Rebecca Cullinan Gates

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

• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Biloxi, MS
• 01/2016 → Present
  Bank Of America, N.A.
  Biloxi, MS

Previous Registrations

• 2013-07-15 → 2016-01-11
  Edward Jones
  Picayune, MS
  Picayune, MS
• 2009-09-25 → 2013-07-15
  Hancock Whitney Investment Services Inc.
  Poplarville, MS
  Bogalusa, LA
  Franklinton, LA
  Gulfport, MS
  Biloxi, MS
  Biloxi, MS
  Biloxi, MS
  New Orleans, LA
  Gulfport, MS
  Gulfport, MS
  Gulfport, MS
• 2007-08-14 → 2008-02-08
  Edward Jones
  Gulfport, MS
  St Louis, MO

Other Businesses

I*1493278 For profit or not for profit: Entity For Profit Name of outside business organization: Optavia Investment related: N Address of business: Baltimore, Maryland, 21202, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 10/2/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Offer meal supplements to people trying to lose weight.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-08

Other Names

• Jennifer Cullinan Weeks
• Jennifer Cullinan
• Jennifer Rebecca Cullinan
• Jennifer R Cullinan
• Jennifer Cullinan Gates