Tania P Corleto-Jones

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

• 03/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Other Businesses

I*: 2405287 Entity Type: Charitable Name of OBA: PTSO - Kenwood K-8 School Address: Miami, FL 33156 Investment Related: No Position, Title, Association: Committee, Treasurer, Board Member Employee Start Date: 06/02/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Be part of the PTSO Board at my son's school for the 2025-2026 school year. I will only review the expenses, funds available in the account of the PTSO (Parent Teacher Student Organization), i will not the writing checks or transfer funds. But will have full access of the only banking to make sure the expenses match the events at the school.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09

Other Names

• Tania P Jones
• Tania Paolo Corleto Aguilar