Janeth Beatriz Valenzuela

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

• 04/2017 → 07/2021
  Bank Of America
  El Paso, TX
• 09/2015 → 03/2017
  Conns Home Plus
  El Paso, TX
• 04/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 06/2017 → 10/2018
  Southwest University
  El Paso, TX

Other Businesses

I*: 1552321 Entity Type: For Profit Name: Yahweh F.P.M LLC Investment-related: No Address: El Paso, TX 79928 Title, or relationship with the other business: Spouse business Start date of your relationship: 12/01/2023 Hours/month you devote to the other business: 0 Hours you devote to the other business during securities trading hours: 0 Duties: Beneficiary purposes only incase anything was to happen to my spouse.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-01

Other Names

• Janeth Beatriz Macias