Natalie Theut Jimenez

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

• 01/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Guaynabo, PR
• 06/2015 → Present
  Bank Of America, N.A.
  Guaynabo, PR

Other Businesses

I*1481257 For profit or not for profit: Entity For Profit Name of outside business organization: RT PROPERTY INVESTMENT LLC Investment related: N Address of business: San Juan, Puerto Rico, 00918, Puerto Rico Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/12/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , As of today the only purpose is a savings account for my boyfriend and I. Future plans are to buy a house together.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-27

Other Names

• Natalie Theut
• Natalie Theut Jiminez