Allison Coleman Schenk

$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
IL	RA	APPROVED	2019-07-03
TX	RA	APPROVED_RES	2019-06-20

Branch Locations

300 Crescent Ct Pbig - Dallas Private Wealth, Dallas, TX 75201 • United States

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

Organization	City	State	From	To
J.P. Morgan Securities Inc.	New York	NY	05/2001	05/2019
J.P. Morgan Chase Bank, Na	Chicago	IL	11/2016	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	05/2019	Present
Bank Of America, N.A.	Chicago	IL	06/2019	Present

05/2001 → 05/2019

J.P. Morgan Securities Inc.

New York, NY
11/2016 → 05/2019

J.P. Morgan Chase Bank, Na

Chicago, IL
05/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2019 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-07-02
S63	Uniform Securities Agent State Law Examination	1999-02-05

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