Jason Kalmus

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

• 04/2014 → 06/2016
  Morgan Stanley
  Aventura, FL
• 06/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL

Previous Registrations

• 2009-06-01 → 2016-07-25
  Morgan Stanley
  Aventura, FL
  New York, NY
  Fort Lauderdale, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 2006-11-30 → 2007-04-02
  Morgan Stanley Dw Inc.
  New York, NY

Other Businesses

I*3056265, Entity Type: Entity For Profit, Name of OBA: KALMOOSE LLC, Address: FORT LAUDERDALE, Florida, 33301, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/13/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: THE ENTITY IS INACTIVE, THE POTENTIAL PURPOSE OF THE OUTSIDE ORGANIZATION WAS TO BE AN OWNER OF FOOD/SNACK VENDING MACHINES. THIS WAS AN EXTREMELY PRELIMINARY IDEA AND MORE OF A THOUGHT. IT DID NOT GET TO THE POINT OF WHERE THE MACHINES WOULD BE PLACED. IT WAS SOMETHING I JUST THOUGHT MIGHT BE A GOOD BUSINESS IDEA. HAD I ACTUALLY PURSUED THE VENTURE I WOULD HAVE MADE SURE THE MACHINES WOULD NOT HAVE BEEN PLACED ANYWHERE INVOLVING BOA/MERRILL CLIENTS NOR WOULD I HAVE ANY VENDOR RELATIONSHIPS WITH EXISTING CLIENTS IN THE PROCESS. THERE WERE NO OTHER ML CLIENTS OR ASSOCIATES AFFILIATED WITH THE LLC FROM THE TIME IT WAS OPENED ON 8/13/25 TO THE TIME IT WAS DISSOLVED ON 9/7/25. NO BUSINESS ACTION WAS EVER CONDUCTED OR TAKEN PLACE DURING THE TIME THE LLC WAS ACTIVE FOR LESS THAN 30 DAYS I*3093267Entity Type: N/AName of OBA:Rental Property 1Address:Miami FloridaInvestment Related:NoPosition, Title, Association:Co-owner with non-family membersStart Date:04/01/2025 No Hours: 5 YearlyNo Hours during trading:0 YearlyDuties:N/A

Exams

• S66 Uniform Combined State Law Examination
  2006-06-27

Other Names

• Jason Kalmus
• Jason Kalmus
• Jason Kalmus