Jillian Kinsella Butler

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

• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2020 → 06/2022
  Gordon Atlantic Insurance
  Norwell, MA
• 05/2017 → 06/2020
  Grand Circle Travel
  Boston, MA
• 01/2017 → 05/2017
  Bankers Life
  Concord, NH
• 06/2015 → 05/2017
  Randstad
  Rockland, MA
• 08/2013 → 02/2017
  Saint Anselm College
  Manchester, NH

Exams

• S66 Uniform Combined State Law Examination
  2023-06-30

Other Names

• Jillian K Caplice