Jessica W Cohen

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
• 09/2014 → Present
  Bank Of America, N.A.
  Las Vegas, NV

Other Businesses

I*91810 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JESSICA COHEN INVESTMENT RELATED: N ADDRESS OF BUSINESS: LAS VEGAS, NEVADA 89145 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 4/21/2015 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PAY FROM ROOMMATE AT MY PRIMARY HOUSE. I*3898 FOR PROFIT OR NOT FOR PROFIT: NAME OF OUTSIDE BUSINESS ORGANIZATION: JESSICA COHEN INVESTMENT RELATED: ADDRESS OF BUSINESS: LAS VEGAS, NEVADA 89144 NATURE OF BUSINESS: , POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 4/2/2018 NUMBER OF HOURS DEVOTED: 1 HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES:

Exams

• S66 Uniform Combined State Law Examination
  2014-07-18

Other Names

• Jessica Webster Cohen