Jesse Alec Mann

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

• 08/2020 → 05/2022
  Pennsylvania State University
  State College, PA
• 05/2020 → 04/2021
  Dix Hills Golf Course
  Dix Hills, NY
• 08/2019 → 05/2020
  Pennsylvania State University
  State College, PA
• 06/2019 → 08/2019
  Creastwood Day Camp
  Melville, NY
• 08/2018 → 05/2019
  Pennsylvania State University
  State College, PA
• 05/2018 → 08/2018
  Dix Hills Golf Course
  Dix Hills, NY
• 09/2014 → 06/2018
  Half Hollow Hills High School West
  Dix Hills, NY
• 03/2021 → 01/2024
  Newbridge Securities Corporation
  New York, NY
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2017 → 08/2017
  Driftwood Day Camp
  Melville, NY
• 03/2024 → Present
  Bank Of America N.A.
  New York, NY

Previous Registrations

• 2022-10-17 → 2024-01-08
  Nfsg Corporation
  Boca Raton, FL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14