Jake W Van Ronzelen

$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	2022-06-03
TN	RA	APPROVED	2022-04-12

Branch Locations

6060 Poplar Ave, Memphis, TN 38119 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Memphis	TN	09/2021	Present
Central Bank	Jefferson City	MO	09/2020	08/2021
Unemployed	Jefferson City	MO	05/2020	09/2020
University Of Mississippi.	University	MS	08/2017	05/2020
Central Investment Advisors	Jefferson City	MO	05/2017	08/2017
Full Time Education	Jefferson City	MO	08/2005	05/2017
Bank Of America, N.A	Memphis	TN	04/2024	Present

09/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Memphis, TN
09/2020 → 08/2021

Central Bank

Jefferson City, MO
05/2020 → 09/2020

Unemployed

Jefferson City, MO
08/2017 → 05/2020

University Of Mississippi.

University, MS
05/2017 → 08/2017

Central Investment Advisors

Jefferson City, MO
08/2005 → 05/2017

Full Time Education

Jefferson City, MO
04/2024 → Present

Bank Of America, N.A

Memphis, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-11