Jennifer Kenyon

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-10-30
FL	RA	APPROVED	2023-10-09

TX RA
APPROVED_RES

Since 2023-10-30
FL RA
APPROVED

Since 2023-10-09

Branch Locations

824 A1A N, Ponte Vedra Beach, FL 32082 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ponte Vedra Beach	FL	08/2012	Present

08/2012 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-06

S66 Uniform Combined State Law Examination

2023-10-06

View on SEC IAPD