Jessica Rose Lackmeyer

$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
TX	RA	APPROVED	2020-10-01
CA	RA	APPROVED	2020-09-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	06/2019	Present
University Of Southern California	Los Angeles	CA	08/2016	05/2019
Adviceperiod	Century City	CA	08/2018	11/2018
Ep Wealth Management	Fairfield	NJ	06/2018	07/2018
Property Trends	Santa Monica	CA	11/2017	05/2018
Sulife Organics	Malibu	CA	10/2016	05/2018
Malibu Cafe	Malibu	CA	06/2017	04/2018
Malibu Riders	Agoura Hills	CA	03/2015	10/2016
Bank Of America, N.A.	Los Angeles	CA	07/2019	Present

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
08/2016 → 05/2019

University Of Southern California

Los Angeles, CA
08/2018 → 11/2018

Adviceperiod

Century City, CA
06/2018 → 07/2018

Ep Wealth Management

Fairfield, NJ
11/2017 → 05/2018

Property Trends

Santa Monica, CA
10/2016 → 05/2018

Sulife Organics

Malibu, CA
06/2017 → 04/2018

Malibu Cafe

Malibu, CA
03/2015 → 10/2016

Malibu Riders

Agoura Hills, CA
07/2019 → Present

Bank Of America, N.A.

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-18

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