Alexia Mamie Jackson

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

• 10/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakbrook, IL
• 05/2018 → 08/2018
  The University Of Illinois Foundation
  Champaign, IL
• 11/2016 → 01/2017
  Gap
  Aurora, IL
• 09/2016 → 08/2020
  The University Of Illinois At Urbana Champaign
  Champaign, IL
• 12/2020 → Present
  Bank Of America, N.A.
  Oak Brook, IL

Other Businesses

I*2762297, Entity Type NONPROFIT, Name of OBA: Josephinum Academy of the Sacred Heart Address: ChicagoIllinois60622 Investment Related: No Position, Title, Association: GENERAL JUNIOR BOARD MEMBER at JOSEPHINUM ACADEMY Employee Start Date: 09/02/2025 No Hours: 2 monthly No Hours during trading: 0 Duties:Go to events, bring friends to events and increase knowledge of the school. Foster community among the junior board. Josephinum Academy of the Sacred Heart is a private, Roman Catholic, all-girls high school in Chicago, Illinois. It is located in the Roman Catholic Archdiocese of Chicago.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11

Other Names

• Lexi Jackson
• Alexia Jackson