Kenneth Daniel Jones

$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	2024-08-27
WA	RA	APPROVED	2024-07-03

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Renton	WA	05/2024	Present
Unemployed	Seattle	WA	07/2023	04/2024
University Of Washington Men's Basketball	Seattle	WA	10/2021	06/2023
University Of Washington Men's Basketball	Seattle	WA	07/2020	09/2021
University Of Washington	Seattle	WA	09/2016	06/2020
Merrill Lynch	Anchorage	AK	07/2018	09/2018
University Of Washington Master Of Education	Seattle	WA	06/2020	10/2021
Bank Of America, N.A.	Renton	WA	07/2024	Present

05/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Renton, WA
07/2023 → 04/2024

Unemployed

Seattle, WA
10/2021 → 06/2023

University Of Washington Men's Basketball

Seattle, WA
07/2020 → 09/2021

University Of Washington Men's Basketball

Seattle, WA
09/2016 → 06/2020

University Of Washington

Seattle, WA
07/2018 → 09/2018

Merrill Lynch

Anchorage, AK
06/2020 → 10/2021

University Of Washington Master Of Education

Seattle, WA
07/2024 → Present

Bank Of America, N.A.

Renton, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-24

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