Jennifer Rae Kurth

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Perrysburg, OH

Other Businesses

I*521311, Entity Type, Name of OBA: MLPF& S CUST FPO Address: Walbridge,Ohio, 43465 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 9/9/2021 No Hours: 1 MO No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2026-05-06

Other Names

• Jennifer Rae White
• Jennifer White