Jason Patrick Curran

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sewickley, PA
• 09/2019 → 10/2022
  Bny Mellon Investor Solutions, Llc
  Pittsburgh, PA
• 07/2007 → 09/2019
  Morgan Stanley Alternative Investment Partners
  West Conshohocken, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-01

Other Names

• Jason Patrick Curran
• Jason Curran
• Jake Curran
• Jason P Curran