Jesus F Gil

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

• 05/2013 → 07/2021
  T. Rowe Price
  Colorado Springs, CO
• 07/2021 → 07/2022
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2021 → 07/2022
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 08/2022 → 10/2025
  Goldman Sachs
  Colorado Springs, CO
• 08/2022 → 06/2025
  Goldman Sachs Custody Solutions
  Colorado Springs, CO
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 03/2026 → Present
  Bank Of America, N.A.
  Colorado Springs, CO

Previous Registrations

• 2021-08-20 → 2022-07-21
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 2018-11-12 → 2021-08-02
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

I*3412265, Entity Type, Name of OBA: Rental Property 1Address: Colorado SpringsColorado80907 Investment Related: No Position, Title, Association: Sole ownerEmployee Start Date: 12/31/2025No Hours: 5 monthly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2026-05-22
• S63 Uniform Securities Agent State Law Examination
  2016-02-26

Other Names

• Jesse Fernando Gil
• Jesus Fernando Gil