Jillian Elisabeth Verspyck

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

• 08/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2014 → 08/2018
  Voya Financial
  Braintree, MA

Other Businesses

I*2385275, Entity Type: , Name of OBA: P V Trust for Grandchildren , Address: Rumney , New Hampshire, 03266, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 14-Aug-2014, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-02-26

Other Names

• Jillian Verspyck