Jordyn Lavigne

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

• 01/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, MN
• 10/2017 → 01/2020
  North Shore Bank Of Commerce
  Duluth, MN
• 09/2012 → 08/2019
  Black Woods Grill & Bar
  Duluth, MN
• 05/2016 → 09/2016
  St Louis County
  Duluth, MN

Other Businesses

I*1922302, Entity Type, Entity for Profit, Name of OBA: Home Bee Adult Foster Care, Address: Hermantown, MN, 55810, Investment Related: No, Position, Title, Association: Admin Associate, Employee Start Date: 08/15/2024, No Hours: 8-10hrs/Mo, No Hours during trading: 0, Duties: My husband runs this business and needs some assistance with administrative duties. I would be helping with these tasks outside of my ML working hours. Admin duties would include updating spreadsheets, emailing invoices, etc. I*: 2227395 Entity Type: For Profit Name of OBA: Great Lakes Community Services LLC Address: Duluth, MN 55802 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/01/2025 Number of Hours: 7 hrs wkly Number of Hours during trading: 0 Duties: This is my husband's new businesses. I will be assisting with making sure he stays in compliance with his licensing with the state, maintaining records, billing. Essentially administrative help as needed. This is a very small business and any assistance.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-02

Other Names

• Jordyn A Herter
• Jordyn Alexandra Herter