Jeneve Henrie Dluzneski

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
  Brooksville, FL
• 01/2020 → Present
  Bank Of America, N.A.
  Brooksville, FL
• 09/2017 → 11/2019
  Wells Fargo
  Dade City, FL
• 11/2019 → 01/2020
  Regions
  Spring Hill, FL
• 02/2015 → 08/2017
  Mandarin Restaurant
  Bountiful, UT

Other Businesses

I*4514268Entity Type: Entity For ProfitName of OBA: @lambdogtyrant tiktokAddress: Ocala, Florida, 34481Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 04/30/2026Number of Hours: 2, WeeklyNumber of Hours during trading: 0, WeeklyDuties: Social media posts and sponsored posts with my dog take photos and make reels with my dogI*878265, Entity Type: Entity For Profit, Name of OBA: Cloud9 Kennels LLC, Address: Ocala, Florida, 34481, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 06/07/2022, No Hours: 50 Yearly, No Hours during Trading: 0 Yearly, Duties: Selling produced puppies, Showing and breeding dogsI*1312323, Entity Type: Entity For Profit, Name of OBA: Cloud9 Estates LLC, Address: Ocala, Florida, 34481, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 06/26/2023, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: Choose and arrange a crew to remodel and flip the house Flipping housesI*2220265, Entity Type: Entity For Profit, Name of OBA: Cloud9 Real Estate, LLC, Address: Ocala, Florida, 34481, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 02/27/2025, No Hours: 30 Yearly, No Hours during Trading: 1 Yearly, Duties: Choosing and arranging a crew to remodel houses to sell Flipping Houses I*4369267 Entity Type: Entity For Profit Name of OBA: @lambdogtyrant instagram Address: Ocala, Florida, 34481 Investment Related: No Position, Title, Association: Officer,Owner Employee Start Date: 04/09/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Brand deals and income made from social media, NOT relating to finance. Create videos and UGC reels for brands with my dog

Exams

• S66 Uniform Combined State Law Examination
  2021-05-10

Other Names

• Jeneve Michelle Henrie