Jackson D. Munoz

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-07
TX	RA	APPROVED_RES	2013-09-16
NJ	RA	APPROVED	2013-09-09

Branch Locations

1100-1800 American Blvd Central Business Review Unit, Pennington, NJ 08534 • United States

Plainfield, NJ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merril Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	04/2013	Present

04/2013 → Present

Merril Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-06
S63	Uniform Securities Agent State Law Examination	2008-08-21

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