Jillian M Lopez

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

• 11/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Other Businesses

I*9776 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Coral Gables, Florida 33134 Nature of business: Position, title, association: Start date of relationship: 8/1/2020 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 I*127543 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Kevin Garcia Foundation Inc Investment related: N Address of business: Miami, Florida 33145 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 2/27/2009 Number of hours devoted: 100 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: This is a non-profit organization that helps at risk children with economic and health barriers. I volunteer my time organizing events for children and attending the events. I*87066 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAVE THE DATE LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: CORAL GABLES, FLORIDA 33134 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/7/2015 NUMBER OF HOURS DEVOTED: 12 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS COMPANY WILL BE AN EVENT PLANNING/COORDINATING BUSINESS. I PLAN TO COORDINATE AND HELP PEOPLE PLAN CELEBRATORY EVENTS SUCH AS WEDDINGS, BIRTHDAY, SHOWERS, AND HOLIDAY PARTIES.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-27

Other Names

• Jillian Marie Lopez
• Jillian Marie Lopez