Jesse Eugene Lehman

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	2021-08-03
CA	RA	APPROVED	2021-01-06

TX RA
APPROVED_RES

Since 2021-08-03
CA RA
APPROVED

Since 2021-01-06

Branch Locations

14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States

Disclosures

2 disclosure categories 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 Yes
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	Scottsdale	AZ	01/2020	Present
Waste Management	Phoenix	AZ	10/2016	01/2020
Bellhops	Tempe	AZ	09/2015	10/2016
Bank Of America, N.A.	Scottsdale	AZ	03/2020	Present

01/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scottsdale, AZ
10/2016 → 01/2020

Waste Management

Phoenix, AZ
09/2015 → 10/2016

Bellhops

Tempe, AZ
03/2020 → Present

Bank Of America, N.A.

Scottsdale, AZ

Other Businesses

I*732258For profit or not for profit: Entity For ProfitName of outside business organization: IV MGMT LLCInvestment related: NAddress of business: SCOTTSDALE, Arizona, 85251Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 2/15/2022Number of hours devoted: 1 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , I will not be providing any financial advice or participating in financial activities with outside parties. I will be securing partnerships/endorsements for my friend who plays baseball professionally. I* 1818275 For profit or not for profit: Entity For Profit Name of outside business organization: IV Auto LLC Investment related: no Address of business: Scottsdale, AZ, 85251 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 05/06/2024 Number of hours devoted: 2 weekly Number of hours devoted during trading hours: 0 Duties: Car rental business. I am looking to rent out my car for additional income.