Jennifer M Bruckner

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

• 06/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 04/2015 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*2185 FOR PROFIT OR NOT FOR PROFIT: GOVERNMENTAL OR PUBLIC PURPOSE ENTITY NAME OF OUTSIDE BUSINESS ORGANIZATION: IU INVESTMENT MANAGEMENT WORKSHOP ADVISORY BOARD INVESTMENT RELATED: N ADDRESS OF BUSINESS: BLOOMINGTON, INDIANA 47405 NATURE OF BUSINESS: THE WORKSHOP PROVIDES EXPOSURE TO CAPITAL MARKETS, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 5/30/2017 NUMBER OF HOURS DEVOTED: 3 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MENTOR STUDENTS, PROVIDE INPUT TO DIRECTOR

Exams

• S66 Uniform Combined State Law Examination
  2010-12-08

Other Names

• Jennifer M Bruckner
• Jennifer Margaret Bruckner