Ashley Jane Hartley

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

• 04/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 01/2019 → 09/2021
  Portland Community College
  Portland, OR
• 01/2024 → Present
  Bank Of America, N.A.
  Portland, OR

Other Businesses

I*2026407, Entity Type, Entity Charitable, Name of OBA: South Beaverton Youth Cheer, Address: Beaverton, OR, 97008, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 0101/2025, No Hours: 6hrs/Weekly, No Hours during trading: 0, Duties: Director of Coaches - Find and train coaches. Create action plans and routines.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-21

Other Names

• Ashley Jane Bogart
• Ashley Jane Troutt