Jennifer Krone Tuttle

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

• 11/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2018 → Present
  Bank Of America, N.A.
  San Francisco, CA

Previous Registrations

• 2009-05-25 → 2011-12-07
  Ubs Financial Services Inc.
  San Francisco, CA
  Weehawken, NJ
  San Francisco, CA

Other Businesses

I*119274 For profit or not for profit: Non-Profit Organization Name of outside business organization: San Francisco Yacht Club Investment related: No Address of business: Belvedere, California 94920 Nature of business: Other,501(c)(7) tax exempt social and recreational club Position, title, association: Committee Member Start date of relationship: 12/13/2018 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Founded in 1869, the San Francisco Yacht Club (SFYC) is the oldest club on the Pacific Coast. I am a regular member of the SFYC. I have been invited to serve as a non-voting member of the Finance Committee. I*1683269 Entity Type, Name of OBA: Rental Property 1 Address: Berkeley California 94702 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 02/15/2024 No Hours: Monthly No Hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-05-23

Other Names

• Jennifer Krone
• Jennifer Lynn Krone
• Jennifer Krone
• Jennifer K Gerst
• Jennifer Krone Gerst
• Jennifer L Krone