Jana Elizabeth Carter

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

• 05/2024 → 08/2024
  Neuron Garage
  Austin, TX
• 09/2023 → 04/2024
  Sixty Vines
  Houston, TX
• 05/2023 → 08/2023
  Neuron Garage
  Austin, TX
• 02/2022 → 07/2022
  Hand & Stone Massage And Facial Spa
  Austin, TX
• 09/2022 → 05/2023
  David Crockett Highschool
  Austin, TX
• 08/2019 → 05/2023
  St. Edwards University
  Austin, TX
• 08/2015 → 08/2019
  Mirabeau B. Lamar High School
  Houston, TX
• 08/2024 → 04/2025
  Unemployed
  Houston, TX
• 03/2025 → 01/2026
  Equitable Advisors, Llc
  New York, NY
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 10/2020 → 03/2022
  Hula Hut
  Austin, TX
• 11/2018 → 01/2024
  Bambino Babysitters
  Houston, TX
• 05/2023 → 06/2023
  Harmony Education Foundation
  Austin, TX
• 04/2026 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2025-04-04 → 2026-01-14
  Equitable Advisors, Llc
  Houston, TX
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-02-10

Other Names

• Jana Carter
• Jana Elizabeth Carter
• Jana E Carter