Jeremy Stephen Mckenna

$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	2026-06-04
NJ	RA	APPROVED	2026-06-03

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	03/2026	Present
Bottle Hill Tavern	Madison	NJ	08/2018	03/2026
Bausch + Lomb	Bridgewater	NJ	06/2024	08/2024
Sitting Duck Tavern	Trumbull	CT	09/2023	05/2025
Lifetime	Florham Park	NJ	06/2023	08/2023
St. Vincent Martyr School - Middle School	Madison	NJ	09/2015	05/2018
Unemployed	Madison	NJ	05/2018	08/2018

03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2018 → 03/2026

Bottle Hill Tavern

Madison, NJ
06/2024 → 08/2024

Bausch + Lomb

Bridgewater, NJ
09/2023 → 05/2025

Sitting Duck Tavern

Trumbull, CT
06/2023 → 08/2023

Lifetime

Florham Park, NJ
09/2015 → 05/2018

St. Vincent Martyr School - Middle School

Madison, NJ
05/2018 → 08/2018

Unemployed

Madison, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-02