Jonelle Alexander Rivas Diaz

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton, NJ
• 10/2017 → 03/2022
  Berges Dreyfous Abogados
  Santo Domingo
• 03/2022 → 05/2022
  Unemployed
  Passaic, NJ
• 04/2016 → 11/2019
  Universidad Nacional Pedro Henriquez Urena
  Santo Domingo
• 04/2026 → Present
  Bank Of America, N.A.
  Clifton, NJ

Other Businesses

I*: 4266265 Entity Type: For Profit Name of the other business - Pinnacle growth consulting LLC Whether the business is investment-related - NO Address of the other business - Paterson, NJ Title, or relationship with the other business - General Partner/Managing Member Start date of your relationship - 09-19-2025 Approximate number of hours/month you devote to the other business - 0 Number of hours you devote to the other business during securities trading hours - 0 Briefly describe your duties relating to the other business - Not in function

Exams

• S66 Uniform Combined State Law Examination
  2025-12-15

Other Names

• Jonelle A Rivas Diaz