Jaclyn M Masson

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-06-20
TX	RA	APPROVED_RES	2018-02-27
FL	RA	APPROVED	2009-10-08

IL RA
APPROVED

Since 2023-06-20
TX RA
APPROVED_RES

Since 2018-02-27
FL RA
APPROVED

Since 2009-10-08

Branch Locations

Chicago, IL • United States

1 Town Center Rd, Boca Raton, FL 33486 • United States

3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States

Jupiter, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	09/2004	11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	11/2019	Present

09/2004 → 11/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
11/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL

Other Businesses

I*1196250, Entity Type, Name of OBA: Florida Securities Dealers Association, Inc. Address: Jupiter, FL 33458 Investment Related: N Position, Title, Association: Committee,Board Member Employee Start Date: 02/22/2023 No Hours: No Hours during trading: 20 Duties: FSDA Purpose:Representing broker-dealers, investment advisers, mutual funds, insurance companies, and other securities firms throughout the Sunshine State, the FSDA serves the industry before Florida legislators and regulators.Responsibilities:Non-voting board member representing Merrill.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-09-30
S63	Uniform Securities Agent State Law Examination	2009-09-26

S66 Uniform Combined State Law Examination

2009-09-30
S63 Uniform Securities Agent State Law Examination

2009-09-26