James Blaszkow

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
• 09/2020 → 09/2021
  Fins Hospitality Group
  Rehoboth, DE
• 05/2020 → 09/2020
  Northwestern Mutual
  West Chester, PA
• 06/2019 → 08/2019
  Sallie Mae
  New Castle, DE
• 10/2016 → 03/2017
  Okura Japanese Restaurant
  Hockessin, DE
• 06/2013 → 06/2017
  Salesianum High School
  Wilmington, DE
• 07/2017 → 06/2019
  Merrimack College
  North Andover, MA
• 08/2019 → 05/2022
  Washington College
  Chestertown, MD

Other Businesses

Name of the other businessBrotherly Love Lacrosse Club Whether the business is investment-relatedNo Address of the other business401 Garasches Lane, Wilmington, DE, 19801, United States Nature of the other businessYouth Lacrosse Club Program Your positionCoach Title, or relationship with the other businessCoach of 2029 team Start date of your relationship05/2022 Approximate number of hours/month you devote to the other business10 Number of hours you devote/month to the other business during securities trading hours0 Briefly describe your duties relating to the other businessRunning practices, tryouts, and coaching during travel tournaments

Exams

• S66 Uniform Combined State Law Examination
  2023-06-28

Other Names

• James Robert Blaszkow
• James R Blaszkow