Jing Wang

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

• 06/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2011 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*520509 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: No Address of business: Cedar Park, Texas, 78613 Position, title, association: Sole owner Start date of relationship: 9/17/2021 Number of hours devoted: 4 hours Yearly Number of hours owner of rental property I*613247 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Austin, Texas, 78704 Position, title, association: Sole owner Start date of relationship: 11/30/2021 Number of hours devoted: 0.5 hour Monthly Number of hours devoted during trading hours: 0 Duties: owner of rental property I"500501", Name of OBA: Jane's Rental Property Address: San Francisco, California, Investment Related: No Position, Title: Sole owner Employee Start Date: 10/15/2015 No Hours: 2 hrs Yearly No Hours: during trading: 0 Duties: owner of rental property I*1269283 For profit or not for profit: Name of outside business organization: Rental Property 3 Investment related: No Address of business: Austin, Texas, 78744 Position, title, association: Sole owner Start date of relationship: 4/28/2023 Number of hours devoted: 0.5 hour Monthly Number of hours devoted during trading hours: 0 Duties: owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2010-09-09

Other Names

• Jane Wang