Jan Maureen Kepes

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

• 06/2019 → Present
  Merrill Lynch
  Pittsford, NY
• 08/2013 → 06/2019
  Diocese Of Rochester
  Pittsford, NY

Other Businesses

I am currently listed as the POA (Power of Attorney) for matters surrounding my parents' Last Will and Testament as of 2018. They live in Victor, NY.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12

Other Names

• Jan Maureen Stover
• Jan Kepes