Jaime Lynn Harper

$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_RES	2022-01-06
NJ	RA	APPROVED	2019-10-07

Branch Locations

9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2019	Present
Workforce Logiq	Orlando	FL	09/2018	11/2018
Prudential Financial	Newark	NJ	12/2015	07/2018
Unemployed	Chesterfield	NJ	11/2018	06/2019
Unemployed	Chesterfield	NJ	07/2018	09/2018

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
09/2018 → 11/2018

Workforce Logiq

Orlando, FL
12/2015 → 07/2018

Prudential Financial

Newark, NJ
11/2018 → 06/2019

Unemployed

Chesterfield, NJ
07/2018 → 09/2018

Unemployed

Chesterfield, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-03