Megan R Jessat

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

• 04/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Whitefish, MT
• 03/2021 → 03/2023
  Whitefish Credit Union
  Kalispell, MT
• 08/2020 → 03/2021
  Proof Research
  Columbia Falls, MT
• 08/2020 → 02/2021
  Lc Staffing
  Columbia Falls, MT
• 06/2020 → 07/2020
  Glacier Bank
  Kalispell, MT
• 05/2020 → 06/2020
  Unemployed
  Columbia Falls, MT
• 08/2016 → 05/2020
  The University Of Montana
  Missoula, MT
• 09/2019 → 12/2019
  Downtown Missoula Partnership
  Missoula, MT
• 06/2019 → 08/2019
  Merrill Lynch Bank Of America
  Bend, OR
• 01/2019 → 05/2019
  Downtown Missoula Partnership
  Missoula, MT
• 08/2018 → 01/2019
  The Peak Racquet Club
  Missoula, MT
• 06/2018 → 09/2018
  The Lodge At Whitefish Lake
  Whitefish, MT
• 02/2018 → 05/2018
  The Peak Racquet Club
  Missoula, MT
• 12/2017 → 01/2018
  Guild Mortgage
  Havre, MT
• 08/2017 → 09/2017
  The Depot
  Missoula, MT
• 07/2017 → 08/2017
  Murphy's Pub
  Havre, MT
• 05/2017 → 07/2017
  Vic's Place
  Havre, MT
• 04/2023 → Present
  Bank Of America, N.A.
  Whitefish, MT

Other Businesses

the name of the other business: Rental Properties. whether the business is investment-related: No. the address of the other business: Rental Property #1: Havre, MT; Rental Property #2: Havre, Montana the nature of the other business: Rental Income. your position: Owner. title, or relationship with the other business: Owner. the start date of your relationship: 01/2012. the approximate number of hours/month you devote to the other business: 0. the number of hours you devote to the other business during securities trading hours: 0. and briefly describe your duties relating to the other business: Owner of Rental Properties.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-20

Other Names

• Megan Erickson
• Megan R Erickson