Jena Christine Cartusciello

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

• 05/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 10/2023 → Present
  Bank Of America, Na.
  Dallas, TX

Other Businesses

I*3854271 Entity Type: N/A Name of OBA: K A Address: fort worth, Texas, 76102 Investment Related: No Position, Title, Association: N/A Employee Start Date: 02/27/2026 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: power of attorney for accounts power of attorney for mother's accounts

Exams

• S66 Uniform Combined State Law Examination
  2017-04-14

Other Names

• Jena C Sahyouni
• Jena Christine Sahyouni