Jeffrey A Corporan

$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:

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-03-26
CT	RA	APPROVED	2023-06-21
TX	RA	APPROVED_RES	2019-10-16
RI	RA	APPROVED	2017-01-09

Branch Locations

1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States

Las Vegas, NV • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	07/2013	Present
Bank Of America, N.A.	Lincoln	RI	10/2015	Present

07/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
10/2015 → Present

Bank Of America, N.A.

Lincoln, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-01-06
S63	Uniform Securities Agent State Law Examination	2014-10-17

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