Ismat Jaffer Khimani

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

• 07/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL
• 07/2011 → Present
  Bank Of America, N.A.
  Crystal Lake, IL

Other Businesses

I*1005253, Name of OBA: Rental Property 2 Address: Lake Worth Beach, FL Investment Related: No Position: Sole owner Employee Start Date: 9/1/2022 No Hours: 10 Yearly Hours during trading: 0 Duties: I*1384251, Entity For Profit Name: Honey Bees Properties LLCInvestment related: N Address: Beeville, Texas, 78102, United StatesNature of business: Limited Liability Company Position: Owner, Start date of relationship: 7/21/2023Number of hours devoted: 2 hour(s) yearly trading hours: 0Duties:VOTE - MAKE DECISIONS ON LARGE EXPENDITURES WITH 7 OTHER PARTNERS - NONE THUS FAR AS OF 10 2025, COMMERCIAL REAL ESTATE INVESTMENT WITH 7 FAMILY MEMBERS - 8 TOTAL INCLUDING MYSELF. I*1491300 Entity Type: Rental Property Name: Rental Property 3Investment related: No Address of business: CHICAGO, Illinois, 60606 Nature of business: Position: Sole owner, Start date of relationship: 9/16/2023Number of hours devoted: 5 hours Yearly hours during trading: 0 Duties: I* 505568 Entity Type: Fiduciary role Name: I. J. K. Trustee Address: West Palm Beach, Florida33401 Investment Related: No Position: Sole owner Employee Start Date: 04/16/2021No Hours: 1 yearly No Hours during trading: Duties: 0 I* 360493Entity Type, Name: Monthly Address: Chicago, Illinois 60601 Investment Related: Yes Position: Other Employee Start Date: 06/01/2010No Hours: Yearly No Hours during trading: Duties: 0 I* 1838288 Entity Type: Rental Property Name : Rental Property 5 Investment related: No Address of business: CHICAGO, IL, 60606 Nature of business: Position: Sole owner Start date of relationship: 05/16/2024 Number of hours devoted: 1 hr yearly Number of hours devoted during trading hours: 0 Duties: I*2194270, Entity Type: Rental Property Name: Rental Property 6, Address: Chicago, Illinois, 60606 Investment Related: No Position: Sole owner, Employee State Date: 03/01/2025, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2214257, Entity Type: Rental Property Name: Rental Property 7 Address: Chicago Illinois 60606 Investment Related: No Position: Sole owner Employee Start Date: 03/01/2025No Hours: 2 yearly No Hours during trading: 0 Duties: I*: 2386269 Entity Type: For Profit Name: ZK RK LLC Address: DEER PARK, IL 60010 Investment Related: No Position: Owner Employee Start Date: 5/1/2025 Number of Hours: 1 hr annually Hours trading: 0 Duties: TO HOLD REAL ESTATE PROPERTIES INSIDE THIS LLC IN THE FUTURE THAT ARE CURRENTLY IN MY TRUST I*2427263, Entity Type: , Name: Rental Property 9, Address: DEER PARK, Illinois, 60010, Investment Related: N, Position: Sole owner, Employee State Date: 31-May-2025, No Hours: 3 Yearly, Hours during Trading: 0 Yearly, Duties: I*2584274, Entity Type: Entity Charitable, Name: AKF - AGA KHAN FOUNDATION , Address: WASHINGTON , District of Columbia, 20011, Investment Related: N, Position: Other, Employee State Date: 07/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: TO ATTEND ZOOM MEETINGS OR IN PERSON MEETINGS TO TRANSLATE IN URDU OR KUTCHI LANGUAGES AS NEEDED - TO SIMPLIFY THE TERMS BEING USED TO EXPLAIN THE MISSION OF AKF ETC. TO HELP THOSE IN NEEDS GLOBALLY, WITH EDUCATION, CLEAN WATER, MEDICAL ASSISTANCE AND HUMANATARIAN ASSISTANCE DURING DISASTERS AND OTHERWISE. i HAVE SEEN THEIR WORK PERSONALLY IN AFRICA, INDIA PAKISTAN - USA - CANADA ETC

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-28
• S63 Uniform Securities Agent State Law Examination
  1994-07-11

Other Names

• Ismat J Jaffer
• Ismat J Khimani