Jessica L Zopf

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Junction, CO
• 02/2019 → 10/2022
  Pbs Wealth Management
  Grand Junction, CO
• 10/2022 → Present
  Bath And Body Works
  Grand Junction, CO
• 06/2016 → 01/2019
  Mountain West Insurance
  Grand Junction, CO
• 02/2017 → 04/2017
  Elite Cleaning Service, Inc
  Grand Junction, CO

Other Businesses

I*3499265, Entity Type: Entity For Profit, Name of OBA: Plasma Donation , Address: Grand Junction , Colorado, 81501, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 01/09/2026, No Hours: 6 Weekly, No Hours during Trading: 0 Weekly, Duties: n/a Plasma donation I*4103275, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: KROGER, Address: GRAND JUNCTION , Colorado, 81501, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 04/01/2026, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: PHARMACY TECHNICIAN DUTIES, SECOND JOB I*4103277, Entity Type: Entity For Profit, Name of OBA: BRUTAL PIE, Address: GRAND JUNCTION, Colorado, 81501, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 04/01/2026, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: Line cook and server, SECOND JOB

Exams

• S66 Uniform Combined State Law Examination
  2025-03-25

Other Names

• Jessica Lee Zopf