Jack Thomas Hansen

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-11-11

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Treetops	Grafton	WI	05/2018	08/2019
Texas State University	San Marcos	TX	08/2017	07/2021
Mccoy College Of Business	San Marcos	TX	09/2020	06/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	07/2021	Present
Bank Of America	Houston	TX	06/2020	08/2020
Middle/High School	Milwaukee	WI	07/2011	06/2017
Bank Of America, N.A.	Houston	TX	12/2021	09/2022

05/2018 → 08/2019

Treetops

Grafton, WI
08/2017 → 07/2021

Texas State University

San Marcos, TX
09/2020 → 06/2021

Mccoy College Of Business

San Marcos, TX
07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
06/2020 → 08/2020

Bank Of America

Houston, TX
07/2011 → 06/2017

Middle/High School

Milwaukee, WI
12/2021 → 09/2022

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-09

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