Jany Barros Tovar

$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
FL	RA	APPROVED	2026-04-09
TX	RA	APPROVED	2026-04-09

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	08/2022	Present
Italian Terrazzo & Tile Co. Of Brevard, Llc	Jacksonville	FL	04/2021	08/2022
Jca- Jewish Community Alliance, Inc.	Jacksonville	FL	01/2020	04/2021
Marshalls Of Ma	Jacksonville	FL	12/2019	04/2021
Editora Positivo S.A.	Curitiba		07/2016	08/2019
Unemployed - Moved From Brazil To Us	St Johns	FL	09/2019	11/2019
Uninter- Centro Universitario	Curitiba		07/2015	08/2017

08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
04/2021 → 08/2022

Italian Terrazzo & Tile Co. Of Brevard, Llc

Jacksonville, FL
01/2020 → 04/2021

Jca- Jewish Community Alliance, Inc.

Jacksonville, FL
12/2019 → 04/2021

Marshalls Of Ma

Jacksonville, FL
07/2016 → 08/2019

Editora Positivo S.A.

Curitiba
09/2019 → 11/2019

Unemployed - Moved From Brazil To Us

St Johns, FL
07/2015 → 08/2017

Uninter- Centro Universitario

Curitiba

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-08

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