Jasmine Shavonne Mason

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

• 06/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

I*541244, Entity Type: Entity For Profit, Name of OBA: Bare Scentials LLC, Address: Charlotte, North Carolina 28213, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/06/2021, No Hours: 5, No Hours during trading: 1, Duties: Candle/craft business in which items will be for sale. Will receive profits from sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-10
• S63 Uniform Securities Agent State Law Examination
  2016-12-20

Other Names

• Jasmine Mason