Jaiden R Ha

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 Diego, CA
• 04/2025 → 07/2025
  Liquid Investments
  Del Mar, CA
• 05/2024 → 06/2025
  True Food Kitchen
  San Diego, CA
• 08/2023 → 05/2024
  Havana Grill
  San Diego, CA
• 08/2022 → 05/2023
  Sonoma State Reach
  Rohnert Park, CA
• 01/2023 → 05/2023
  Bj Brewery
  Santa Rosa, CA
• 06/2024 → 08/2024
  City Of San Diego
  San Diego, CA
• 06/2020 → 05/2023
  Starbucks
  Lodi, CA
• 06/2023 → 08/2023
  Randy's Bistro
  Lodi, CA
• 01/2015 → 06/2020
  Unemployed
  Lodi, CA
• 08/2023 → 05/2025
  University Of San Diego
  San Diego, CA
• 08/2021 → 05/2023
  Sonoma State University
  Rohnert Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-04-27