Blair W Jennings

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	1993-10-26

TX RA
APPROVED

Since 1993-10-26

Branch Locations

9595 Six Pines Dr, The Woodlands, TX 77380 • United States

Spring, TX • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	07/1993	Present
Bank Of America, N.A.	The Woodlands	TX	07/2011	Present

07/1993 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
07/2011 → Present

Bank Of America, N.A.

The Woodlands, TX

Other Businesses

I*2267285, Entity Type: , Name of OBA: The J 2017 Management Trust, Address: Spring, Texas, 77381, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 09-Feb-2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-10-07
S63	Uniform Securities Agent State Law Examination	1993-09-15

S65 Uniform Investment Adviser Law Examination

1993-10-07
S63 Uniform Securities Agent State Law Examination

1993-09-15

Other Names

Blair Jennings
Blair William Jennings

View on SEC IAPD