Jane Pang

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 03/2025 → 07/2025
  Unemployed
  San Francisco, CA
• 05/2015 → 03/2025
  Pangcakes Llc Dba Nothing Bundt Cakes
  Daly City, CA
• 05/2019 → 06/2022
  U.S. Bank
  San Francisco, CA

Other Businesses

I*: 2621261 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: San Francisco, CA 94132 Investment Related: No Position, Title, Association: Sole owner Start Date: 09/01/2008 No Hours: 2 hrs annually No Hours during trading: 0 Duties: Scheduling and hiring for routine property maintenance; rent collection (automated)

Exams

• S66 Uniform Combined State Law Examination
  2025-06-14
• S63 Uniform Securities Agent State Law Examination
  2005-06-23

Other Names

• Jane Ying Chan
• Jane Vo