Rachel M Jensen

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

• 10/2008 → Present
  Merrill Lynch
  Austin, TX

Other Businesses

I*1312289 For profit or not for profit: Entity For Profit Name of outside business organization: SPEARFISH INVESTMENTS, INC. Investment related: N Address of business: Austin, Texas, 78759 Position, title, association: Director Start date of relationship: 4/19/2023 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Spearfish Investments, Inc. is the underlying company for the franchise Office Evolution. Spouse, Tyler Jensen is the president of Spearfish Investments. My title is Director and I am listed as a signer and no other authority. I*5033274 Entity Type: For Profit Name of OBA: Texakota Hills LLC Address: Austin, Texas, 78759 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/31/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Coworking franchise. None

Exams

• S66 Uniform Combined State Law Examination
  2009-11-18
• S63 Uniform Securities Agent State Law Examination
  1993-09-03

Other Names

• Rachel Moncivaiz
• Rachel Jensen
• Rachel Moncivaiz