Jennifer Breazeale

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

• 03/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO

Other Businesses

I*136151 For profit or not for profit: Non-Profit Organization Name of outside business organization: Appalachian Institute for Creative Learning Investment related: N Address of business: Nashville, Tennessee 37206 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 2/7/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of the Board of Directors; works with all board members to set and implement the strategy of the organization

Exams

• S66 Uniform Combined State Law Examination
  2014-01-31

Other Names

• J. J. Breazeale
• Jennifer J Breazeale