Jack M Gorelick

$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
TX	RA	APPROVED	2026-04-13
NJ	RA	APPROVED	2026-02-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	10/2025	Present
Unemployed	Philadelphia	PA	11/2024	10/2025
Nelson Frank Recruitment	Philadelphia	PA	06/2024	11/2024
Lakewinds Global	Philadelphia	PA	03/2024	06/2024
Unemployed	Philadelphia	PA	11/2023	03/2024
Blejwas Associates	Branchburg	NJ	03/2021	11/2023
Shorebreak Pizza Grille	Avalon	NJ	07/2015	08/2021

10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
11/2024 → 10/2025

Unemployed

Philadelphia, PA
06/2024 → 11/2024

Nelson Frank Recruitment

Philadelphia, PA
03/2024 → 06/2024

Lakewinds Global

Philadelphia, PA
11/2023 → 03/2024

Unemployed

Philadelphia, PA
03/2021 → 11/2023

Blejwas Associates

Branchburg, NJ
07/2015 → 08/2021

Shorebreak Pizza Grille

Avalon, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-13