Jennifer Cardak Shalhoub

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-01-23
NY	RA	APPROVED	2022-10-25
TX	RA	APPROVED	2022-10-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2021	Present
Taylor Management Company	Whippany	NJ	08/2020	03/2021
United Real Estate Services Inc	Edgewater	NJ	10/2013	03/2021
Associa	Fairfield	NJ	02/2019	08/2020
River Palm Terrace Steakhouse	Edgewater	NJ	06/2014	02/2021
Firstservice Residential	Eatontown	NJ	05/2016	02/2019

03/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2020 → 03/2021

Taylor Management Company

Whippany, NJ
10/2013 → 03/2021

United Real Estate Services Inc

Edgewater, NJ
02/2019 → 08/2020

Associa

Fairfield, NJ
06/2014 → 02/2021

River Palm Terrace Steakhouse

Edgewater, NJ
05/2016 → 02/2019

Firstservice Residential

Eatontown, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-14

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