Jane Husk Gorey

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 01/2018 → 11/2020
  Equity Residential
  Arlington, VA
• 08/2014 → 12/2017
  Virginia Tech: Blacksburg, Va
  Blacksburg, VA
• 05/2017 → 07/2017
  Equity Residential
  Arlington, VA
• 11/2020 → 07/2022
  Equity Residential
  Arlington, VA

Other Businesses

My husband and I are investors and own a 10% stake in Carolina Brothers LLC. This is investment related only and I do not actively work at this business. Our investment began on June 10th, 2022. I do not work at the business. We simply provided $30,000 as an investment and are silent partners. I do not devote anytime to the business during the week. Carolina Brothers is located at 20702 Ashburn Rd, Ashburn, VA 20147. This is a small business barbeque restaurant. We are not listed on the loan only a limited liability partner on our operating agreement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-01
• S63 Uniform Securities Agent State Law Examination
  2023-06-24

Other Names

• Jane Husk Gorey
• Jane Marie Husk
• Jane Gorey