Jason Dilena

$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	2026-07-09
CA	RA	APPROVED	2026-05-18

Branch Locations

2 Belvedere Pl, Mill Valley, CA 94941 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mill Valley	CA	09/2024	Present
Churchill Management Group	Los Angeles	CA	05/2023	08/2023
Sol Mexican Cocina	Los Angeles	CA	03/2022	05/2022
Blue Ribbon Supply Company	South San Francisco	CA	06/2020	09/2022
Unemployed	San Francisco	CA	06/2024	08/2024
Loyola Marymount University	Los Angeles	CA	08/2020	05/2024
Culver Academy	Culver	CA	08/2016	06/2020

09/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mill Valley, CA
05/2023 → 08/2023

Churchill Management Group

Los Angeles, CA
03/2022 → 05/2022

Sol Mexican Cocina

Los Angeles, CA
06/2020 → 09/2022

Blue Ribbon Supply Company

South San Francisco, CA
06/2024 → 08/2024

Unemployed

San Francisco, CA
08/2020 → 05/2024

Loyola Marymount University

Los Angeles, CA
08/2016 → 06/2020

Culver Academy

Culver, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-16