Jacqueline Cook

$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
NJ	RA	APPROVED	2025-10-21
TX	RA	APPROVED	2025-04-15
NY	RA	APPROVED	2024-10-12

Branch Locations

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

Organization	City	State	From	To
Bank Of America Merrill Lynch	New York	NY	06/2020	08/2020
Axa Advisors Llc	Woodbridge	NJ	06/2019	08/2019
Rejuiceanation	Manasquan	NJ	06/2018	08/2018
Surfside Frozen Custard	Sea Girt	NJ	06/2016	09/2016
Hobart And William Smith Colleges	Geneva	NY	08/2017	05/2021
Kent Place School	Summit	NJ	09/2013	09/2017
Lord Abbett	Jersey City	NJ	07/2021	07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2024	Present
Bank Of America, N.A.	New York	NY	05/2025	Present

06/2020 → 08/2020

Bank Of America Merrill Lynch

New York, NY
06/2019 → 08/2019

Axa Advisors Llc

Woodbridge, NJ
06/2018 → 08/2018

Rejuiceanation

Manasquan, NJ
06/2016 → 09/2016

Surfside Frozen Custard

Sea Girt, NJ
08/2017 → 05/2021

Hobart And William Smith Colleges

Geneva, NY
09/2013 → 09/2017

Kent Place School

Summit, NJ
07/2021 → 07/2024

Lord Abbett

Jersey City, NJ
07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2025 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-11

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