Elena M Longoria

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

• 07/2017 → 10/2018
  Citi Bank
  New York, NY
• 08/2014 → 07/2017
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 10/2018 → 09/2020
  J.P. Morgan Securities Llc
  New York, NY
• 10/2018 → 09/2020
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2020 → 05/2021
  Jpmorgan Securities Llc
  New York, NY
• 09/2020 → 05/2021
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2014 → 05/2017
  San Antonio College
  San Antonio, TX
• 04/2023 → Present
  Bank Of America N.A.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-07-23
• S63 Uniform Securities Agent State Law Examination
  2019-01-17

Other Names

• Elena Marie Longoria