Jennifer Lynn Davis

$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
PA	RA	APPROVED	2024-08-13
NJ	RA	APPROVED	2008-04-07

Branch Locations

1100-1800 American Blvd Global Human Resources- The Academy, Pennington, NJ 08534 • United States

Yardley, PA • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691	Pennington	NJ	07/2006	Present

07/2006 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-28