Dana Jaib

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

• 02/2017 → 04/2018
  Wells Fargo Clearing Services
  Charlotte, NC
• 06/2016 → 02/2017
  Wells Fargo Bank Na
  Charlotte, NC
• 04/2018 → 04/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2020 → 08/2021
  Bank Of America
  Charlotte, NC

Previous Registrations

• 2019-06-10 → 2020-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  New York, NY
  Charlotte, NC
  Charlotte, NC
  New York, NY
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-06-07
• S63 Uniform Securities Agent State Law Examination
  2017-04-13

Other Names

• Dana Nazir Abou Jaib