Jessica Bertke Byrd

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

• 11/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 03/2016 → 11/2016
  Unemployed
  Dayton, OH

Other Businesses

I*4562267 Entity Type: Entity Charitable Name of OBA: Pattison Elementary School PTO Address: Milford, Ohio, 45150 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 06/01/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Purpose of the Pattison PTO is to strengthen the connection between families, school staff, and the broader school community in support of student success. The PTO works in partnership with teachers, administrators, and families to enhance the educational experience through enrichment opportunities and playground improvements. PTO Board Member - guide strategy and community impact, organize events, fundraisers, and enrichment opportunities.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-27
• S63 Uniform Securities Agent State Law Examination
  2011-01-31

Other Names

• Jessica M Bertke
• Jessica M Byrd
• Jessica Marie Bertke
• Jessica Marie Byrd