Jialin Li

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

• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 01/2022 → 06/2025
  Bank Of America
  Royal Oak, MI
• 07/2015 → 01/2022
  Unemployed
  Troy, MI
• 07/2025 → Present
  Bank Of America, N.A.
  Troy, MI

Other Businesses

I*2589268, Entity Type: For Profit, Name of OBA: Elseven LLC, Address: Troy, Michigan, 48084, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 11/22/2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I had planned to use this LLC to assist my kids' social media channel, but it ultimately didn't work out. Inactive social media channel for family I*4012284 Entity Type: Charitable Name of OBA: American Chinese School of Greater Detroit Address: Birmingham, Michigan, 48009 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/28/2026 Number of Hours: 50, Yearly Number of Hours during trading: 0 Duties: The organization is a nonprofit Chinese language school dedicated to providing language education for local families. I will serve in a board role. My responsibilities include attending board meetings, contributing to academic program planning, and assisting with cultural event coordination. This is a volunteer, non-compensated role.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-01