Jeffrey Lyle Thomas Lynn

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

• 08/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 06/2022 → Present
  Bank Of America, N.A.
  Seattle, WA

Other Businesses

I*3131272 Entity Type: N/A Name of OBA:The L.L. FamilyTrust Address:Seattle Washington Investment Related:No Position, Title, Association:Co-Trustee Start Date:11/05/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2016-02-16

Other Names

• Jeffrey Lyle Thomas Lynn
• Jeffrey Lyle Lynn