Jennifer Lynn Haggerty

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

• 05/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Pitsburgh, PA
• 12/2009 → Present
  Bank Of America, Na
  Pittsburgh, PA

Previous Registrations

• 2006-01-23 → 2008-06-02
  Natcity Investments, Inc.
  Pittsburgh, PA
  Cleveland, OH
• 2001-04-26 → 2004-09-20
  Ernst & Young Investment Advisers Llp
  Philadelphia, PA

Other Businesses

of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Co-chairing Tocqueville Committee for United Way annual campaign.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-21
• S65 Uniform Investment Adviser Law Examination
  1998-09-19

Other Names

• Jennifer Lynn O'COnnor
• Jennifer Lynn Haggerty
• Jennifer Lynn Lovitt
• Jennifer Lynn Lovitt