Tammy Jenner

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

• 09/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsburg, VA

Other Businesses

I*2149261, Entity Type: Fiduciary, Name of OBA: MLPF& S CUST FPO G A J RRA FBO G A J, Address: Williamsburg, Virginia, 23188, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 26-Dec-2024, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2198275, Entity Type: , Name of OBA: B J, Address: Williamsburg, Virginia, 23188, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 25-Feb-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2215360, Entity Type: , Name of OBA: B J, Address: Williamsburg, Virginia, 23188, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 25-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2224269, Entity Type: , Name of OBA: G A J, Address: Williamsburg, Virginia, 23188, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-06-07
• S63 Uniform Securities Agent State Law Examination
  2010-05-05

Other Names

• Tammy Lyn Demaio
• Tammy Lyn Jenner