Mariah L Jones

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-14
NC	RA	APPROVED	2023-01-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	01/2022	Present
Ronald Blue Trust	Charlotte	NC	06/2021	07/2021
Upkey Inc.	Chicago	IL	06/2020	08/2020
Walmart Inc.	Siler City	NC	05/2019	08/2019
Liberty University	Lynchburg	VA	08/2019	05/2021
Guilford Technical Community College	Jamestown	NC	08/2017	05/2019
Liberty University	Lynchburg	VA	08/2021	12/2021
Middle School/High School	Liberty	NC	01/2012	08/2017

01/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
06/2021 → 07/2021

Ronald Blue Trust

Charlotte, NC
06/2020 → 08/2020

Upkey Inc.

Chicago, IL
05/2019 → 08/2019

Walmart Inc.

Siler City, NC
08/2019 → 05/2021

Liberty University

Lynchburg, VA
08/2017 → 05/2019

Guilford Technical Community College

Jamestown, NC
08/2021 → 12/2021

Liberty University

Lynchburg, VA
01/2012 → 08/2017

Middle School/High School

Liberty, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-24

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