Jordan Iannone

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

• 12/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Haven, CT
• 12/2016 → 06/2025
  Bank Of America
  New Haven, CT
• 05/2016 → 12/2016
  Insurbanc
  Farmington, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-04-07

Other Names

• Jordan Crown
• Jordan Elizabeth Iannone