Jacquelyn Gutierrez

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

• 09/2014 → 03/2018
  Merrill Lynch Pierce Fenner & Smith Inc
  Tyler, TX
• 03/2018 → 10/2021
  Edward Jones
  Tyler, TX
• 10/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 12/2021 → Present
  Bank Of America, N.A.
  Tyler, TX

Previous Registrations

• 2018-04-11 → 2021-11-04
  Edward Jones
  Tyler, TX
• 2015-05-12 → 2018-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX

Other Businesses

I*2635272, Entity Type: Entity Charitable, Name of OBA: Crowning Inclusion, Address: Tyler, Texas, 75701, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Serve as Board secretary; recording and drafting Board meeting minutes and maintaining the organizations official documents. charitable and educational.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-11

Other Names

• Jackie D George
• Jacquelyn George
• Jacquelyn Dyann George
• Jacquelyn Dyann George Gutierrez
• Jacquelyn G Gutierrez