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Jennifer Loeb

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-30
NJ RA APPROVED 2023-08-14
  • TX RA
    APPROVED
    Since 2023-08-30
  • NJ RA
    APPROVED
    Since 2023-08-14

Branch Locations

100 Campus Dr, Florham Park, NJ 07932 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : Bridgewater NJ 03/2005 06/2023
Morgan Stanley Morristown NJ 06/2023 08/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-09-01
S65 Uniform Investment Adviser Law Examination 1994-09-13
  • S63 Uniform Securities Agent State Law Examination
    2004-09-01
  • S65 Uniform Investment Adviser Law Examination
    1994-09-13
Other Names
  • Jennifer Leigh Holland
  • Jennifer Leigh Loeb
  • Jen Loeb
  • Jennifer L Loeb

View on SEC IAPD

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WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
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AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
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