Jamielee Smith

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Other Businesses

I*116917 For profit or not for profit: For-Profit Organization Name of outside business organization: Enrich Greens LLC Investment related: No Address of business: Hayward, California 94541 Position, title, association: Secretary Start date of relationship: 9/17/2018 Number of hours devoted: 4 hours Monthly Number of hours devoted during trading hours: 0 Duties: Farming produce for retail and wholesale consumers. I will be responsible for majority of the admin duties. Scheduling appointments, organizing paperwork, and organizing events I*1572284 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Cleveland, Ohio, 44105 Position, title, association: Co-owner with other family members Start date of relationship: 11/9/2023 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property I*: 2512282 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Cleveland, OH 44103 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 6/6/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property I*: 2512283 Entity Type: Rental Property Name of OBA: Rental Property 3 Address: Cleveland, OH 44120 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/06/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property

Exams

• S66 Uniform Combined State Law Examination
  2016-05-26

Other Names

• Jamielee Lopez