Jennifer Christine Kary

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2015 → 05/2019
  College Of The Holy Cross
  Worcester, MA
• 05/2017 → 07/2017
  Btig Llc
  New York, NY

Other Businesses

I*3637266 Entity Type: For Profit Name of OBA: USA Sports Group Address: New Rochelle, New York, 10804 Investment Related: No Position, Title, Association: Other Employee Start Date: 04/18/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0 Duties: Teaching children ages 3-10 how to play tennis on Saturdays and some Sundays. Teaching Children age 3-10 how to play tennis the basics.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-24

Other Names

• Jennifer C Kary
• Jennifer Kary