Jared J Mcnally

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

• 02/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 05/2021 → 02/2022
  Unemployed
  Carmel, CA
• 01/2018 → 05/2021
  University Of Southern California
  Los Angeles, CA
• 05/2019 → 08/2019
  Rasco Fr
  Santa Monica, CA
• 06/2018 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carmel, CA
• 08/2016 → 11/2017
  Hyatt
  Monterey, CA
• 08/2013 → 05/2017
  Carmel High School
  Carmel, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-23

Other Names

• Jared Jonathon Mcnally