Jennifer Van Kleeck

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

• 10/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverlly Hills, CA
• 04/2015 → Present
  Bank Of America, N.A.
  Beverly Hills, CA

Previous Registrations

• 2009-06-01 → 2012-10-31
  Morgan Stanley
  Beverly Hills, CA
• 2001-09-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

I*778285 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Memphis, Tennessee, 38120 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 3/23/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties I*558238 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Saugerties, New York, 12477 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 11/30/2021 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-20
• S63 Uniform Securities Agent State Law Examination
  1999-01-06

Other Names

• Jennifer Ann Huseman
• Jennifer Van Kleek
• Jennifer Vankleeck