Jessica Ann Douglass

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

• 03/2016 → 03/2021
  U.S. Bank
  Saint Paul, MN
• 10/2019 → 03/2021
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
• 03/2021 → Present
  Merrill Lynch
  Saint Paul, MN
• 08/2014 → 12/2017
  Minnesota State University
  Moorhead, MN

Other Businesses

I*2021315, Entity Type Fiduciary, Name of OBA: WL, SL Address: Mounds View, Minnesota, 55112 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date:Jun 03-2024 No Hours: 1 Yearly No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-04
• S63 Uniform Securities Agent State Law Examination
  2020-06-17

Other Names

• Jessica Ann Lemmerman