Janine M Morahan

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

• 08/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Previous Registrations

• 2005-09-02 → 2008-06-06
  Thomas Weisel Partners Llc
  Boston, MA
  Boston, MA
• 1998-07-15 → 2005-10-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

I*3012287Entity Type: N/AName of OBA: Rental Property 1Address:South Boston MassachusettsInvestment Related:NoPosition, Title, Association:Co-owner with other family membersStart Date:03/19/2015No Hours: 0 YearlyNo Hours during trading:0 YearlyDuties:N/A I*3104280 Entity Type: N/A Name of OBA:Janine M Morahan 2002 Irrevocable Trust, B.M., TTEE Address:Braintree Braintree Investment Related:No Position, Title, Association:Trustee Start Date:08/01/2002 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Trustee for Spouse I*3103280 Entity Type: N/A Name of OBA:B.M.M. 2002 Irrevocable Trust, Janine Morahan TTEE Address:Braintree Braintree Investment Related:No Position, Title, Association:Trustee Start Date:08/01/2002 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Trustee for Self, Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-04
• S63 Uniform Securities Agent State Law Examination
  1997-02-13

Other Names

• Janine M Stober
• Janine Marie Stober
• Janine M Stober
• Janine Marie Morahan