Matthew M Jankowski

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2010-06-29
TX	RA	APPROVED_RES	2009-01-22
NJ	RA	APPROVED	2005-11-14

PA RA
APPROVED

Since 2010-06-29
TX RA
APPROVED_RES

Since 2009-01-22
NJ RA
APPROVED

Since 2005-11-14

Branch Locations

600 Hyde Park, Doylestown, PA 18902 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Doylestown	PA	01/2005	Present
Bank Of America, N.A.	Doylestown	PA	06/2011	Present

01/2005 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Doylestown, PA
06/2011 → Present

Bank Of America, N.A.

Doylestown, PA

Other Businesses

I*132036 For profit or not for profit: Non-Profit Organization Name of outside business organization: Lookaway Golf Club Investment related: No Address of business: Buckingham, Pennsylvania 18912 Position, title, association: Committee Member Start date of relationship: 7/3/2020 Number of hours devoted: 1 hr Mthly Number of hours devoted during trading hours: 0 Duties: I will be co-chairman of the caddy program I*4475268 Entity Type: For Profit Name of OBA: Ethikos LLC Address: Doylestown, Pennsylvania, 18902 Investment Related: No Position, Title, Association: support/administrative work Employee Start Date: 05/01/2026 Number of Hours: 8, Weekly Number of Hours during trading: 0 Duties: It is the LLC for my wife's real estate company. Scheduling/Timekeeping for my wife. 5-10 hours a week after hours and on weekends

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-11

S66 Uniform Combined State Law Examination

2005-11-11

View on SEC IAPD