Jason J Ortiz

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
  Chicago, IL
• 05/2015 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*1846278, Entity Type Entity For Profit, Name of OBA:LBB LLC Address: ChicagoIllinois60610 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/03/2022 No Hours: 1 Monthly No Hours during trading: 0 Duties: Apartment real estate rental, manager of the rental

Exams

• S66 Uniform Combined State Law Examination
  2010-10-20

Other Names

• Jason J Ortiz