Jessica Hartzell

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

• 03/2022 → 03/2025
  J.P. Morgan Securities Llc
  Overland Park, KS
• 03/2022 → 03/2025
  Jpmorgan Chase Bank, N.A.
  Overland Park, KS
• 04/2016 → 02/2022
  Bank Of America
  Belton, MO
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 05/2025 → Present
  Bank Of America, N.A.
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-09-12
• S63 Uniform Securities Agent State Law Examination
  2022-07-12

Other Names

• Jessica Leigh Andersen
• Jessica Hartzell
• Jessica Leigh Hartzell