Garrett S Jelley

$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	2022-06-28
OK	RA	APPROVED	2022-03-31

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tulsa	OK	12/2021	Present
Oklahoma State University	Stillwater	OK	08/2016	12/2021
Merrill Lynch	Tulsa	OK	05/2019	08/2019
Oklahoma State University - Spears School Of Business	Stillwater	OK	08/2018	02/2019
Merrill Lynch	Tulsa	OK	05/2018	08/2018
Bank Of America, N.A.	Tulsa	OK	01/2022	Present

12/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tulsa, OK
08/2016 → 12/2021

Oklahoma State University

Stillwater, OK
05/2019 → 08/2019

Merrill Lynch

Tulsa, OK
08/2018 → 02/2019

Oklahoma State University - Spears School Of Business

Stillwater, OK
05/2018 → 08/2018

Merrill Lynch

Tulsa, OK
01/2022 → Present

Bank Of America, N.A.

Tulsa, OK

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-29

Nearby Firms