Jennifer Lanell Medrano

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

• 10/2012 → 05/2021
  J.P. Morgan Securities Llc
  Houston, TX
• 09/2016 → 04/2019
  Starbucks Coffee Company
  Houston, TX
• 08/2019 → Present
  Auction Source, L.P.
  Houston, TX
• 03/2020 → 06/2021
  El-Shaddai Care Services, Inc
  Houston, TX
• 09/2014 → 05/2021
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2020 → Present
  Sweet Joy
  Houston, TX
• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 07/2021 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*510088For profit or not for profit: Entity For ProfitName of outside business organization: Sweet Joy LLCInvestment related: NAddress of business: Houston, Texas, 77022Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 11/1/2020Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: General Partner/Managing Member, OwnerMobile Bakery. I bake to fulfill orders for the company. I manage the funds in the business bank account and I primarily manage the social media pages. I*1899289, Entity Type Entity For Profit, Name of OBA: Mary Kay Inc Address: Addison Texas 75001 Investment Related: NoPosition, Title, Association: Consultant/Independent Contractor Employee Start Date: 07/13/2024 No Hours: 9 monthly No Hours during trading: 0 Duties:Mary Kay Consultant. Host skin-care and make-up consultations and parties.I*2183300, Entity Type: Entity Charitable, Name of OBA: 50/50 Women on Boards, Address: Los Angeles, California, 90086, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 02/07/2025, No Hours: 4 Monthly, No Hours during Trading: 2 Monthly, Duties: I will serve on the venue committee and will be responsible for finding a venue for the organizations annual fundraiser event. I*2813289 Entity Type: For Profit Name of OBA: Zurdos Boxing Club LLC Address:Liberty Texas Investment Related:No Position, Title, Association:General Partner/Managing Member,Owner Start Date:09/08/2025 No Hours: 3 Weekly No Hours during trading:0 Duties:Set strategic plan, marketing, oversee operations.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-09
• S63 Uniform Securities Agent State Law Examination
  2010-06-25

Other Names

• Jennifer L Medrano