Jill A Dailey

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

• 04/2016 → 12/2017
  Edward Jones
  Greenfield, IN
• 12/2017 → 03/2019
  American United Life
  Indianapolis, IN
• 12/2017 → 03/2019
  Oneamerica Securities
  Indianapolis, IN
• 03/2019 → 09/2021
  Royal Alliance
  Carmel, IN
• 10/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN

Previous Registrations

• 2019-03-12 → 2021-10-01
  Osaic Wealth, Inc.
  Carmel, IN
• 2017-12-11 → 2019-03-13
  Oneamerica Securities, Inc.
  Indianapolis, IN
• 2016-04-22 → 2017-12-04
  Edward Jones
  Greenfield, IN
• 2014-06-10 → 2016-04-25
  Msi Financial Services, Inc.
  Indianapolis, IN
• 2013-11-04 → 2014-01-27
  Pnc Wealth Management Llc
  Indianapolis, IN
  Indianapolis, IN
• 2012-10-08 → 2013-10-09
  Waddell & Reed
  Charleroi, PA
• 2008-06-12 → 2011-11-01
  Edward Jones
  St Louis, MO
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

I*5028271 Entity Type: Entity For Profit Name of OBA: Evereve Address: Indianapolis, Indiana, 46240 Investment Related: No Position, Title, Association: Employee Employee Start Date: 08/03/2026 Number of Hours: 12, Monthly Number of Hours during trading: 0, Monthly Duties: Retail clothing store checking in shipments, preparing clothes for display on the sales floor, packaging shipments for online orders

Exams

• S66 Uniform Combined State Law Examination
  2008-05-30

Other Names

• Jill A Johnson
• Jill A Eytcheson
• Jill Annette Johnson
• Jill Annette Eytcheson
• Jill A Dailey
• Jill Annette Dailey