Jenny Helen Pace

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

• 12/2003 → 04/2019
  A.J. Pace & Co., Inc.
  New York, NY
• 04/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westport, CT

Exams

• S66 Uniform Combined State Law Examination
  2021-04-01
• S63 Uniform Securities Agent State Law Examination
  1995-01-24

Other Names

• Jenny Helen Persson
• Jenny Helen Pace
• Jenny H Persson
• Jenny Pace