Jill Marie Dorr

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

• 03/2014 → 09/2016
  Deutsche Bank Securities Inc.
  Chicago, IL
• 09/2016 → 12/2017
  Raymond James & Associates, Inc.
  Chicago, IL
• 12/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2016-09-06 → 2017-12-15
  Raymond James & Associates, Inc.
  Chicago, IL
• 2014-03-24 → 2016-09-06
  Deutsche Bank Securities Inc.
  Chicago, IL
• 2013-07-17 → 2014-02-06
  Northwestern Mutual Investment Services, Llc
  Chicago, IL

Other Businesses

I*2339263, Entity Type: , Name of OBA: P J D & L K D Irrevocable Life Insurance Tru, Address: Hemlock, Michigan, 48626, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 10-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2340266, Entity Type: , Name of OBA: M S TTE E 5/6/2000, Address: Pismo Beach, California, 93449, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 10-Apr-2025, No Hours: 3 Yearly, No Hours during Trading: 3 Yearly, Duties: I*1213252, Entity Type: Entity Charitable, Name of OBA: Culper Ring Agent 355 Chapter, NSDAR, Address: Chicago, Illinois, 60659, Investment Related: N, Position, Title, Association: ["Board Member","Officer"], Employee Start Date: 07/01/2024, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Deliver invocations, benedictions, and Sunshine Reports at monthly chapter meetings. Send cards to members for their birthdays and special occasions. Participate in Illinois State Organization and NSDAR events. Education, Historic Preservation, Patriotism

Exams

• S66 Uniform Combined State Law Examination
  2013-07-15

Other Names

• Jill Marie Dorr
• Jill Dorr