Meredith Jensen

Employer firm

Hsbc Securities (Usa) Inc. CRD 19585

$3.84B regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 04/2018
  Otr Global Trading Llc
  Larkspur, CA
• 02/2016 → 06/2017
  Unemployed
  Mill Valley, CA
• 06/2018 → 08/2018
  Morgan Stanley Smith Barney Llc
  San Rafael, CA
• 10/2018 → 10/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2018 → 10/2021
  Morgan Stanley Smith Barney Llc
  San Rafael, CA
• 03/2023 → Present
  Hsbc Securities (Usa) Inc
  Mill Valley, CA
• 10/2021 → 11/2022
  Narvar
  San Mateo, CA
• 11/2022 → 03/2023
  San Francisco Federal Reserve Bank
  San Francisco, CA

Previous Registrations

• 2018-07-17 → 2021-11-01
  Morgan Stanley
  San Rafael, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-07-17
• S63 Uniform Securities Agent State Law Examination
  2009-11-20

Other Names

• Meredith J Prichard Jensen
• Meredith Jane Prichard
• Meredith Jane Prichard
• Meredith Prichard Jensen
• Meredith Prichard Prichard Jensen