Jared Clement

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

• 07/2022 → 11/2023
  Bank Of America, N.A
  Pasadena, CA
• 11/2023 → 01/2024
  Unemployed
  Rancho Cucamonga, CA
• 05/2020 → 08/2020
  Unemployed
  Rancho Cucamonga, CA
• 07/2022 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA
• 09/2019 → 05/2020
  Chaffey College
  Rancho Cucamonga, CA
• 06/2019 → 09/2019
  Unemployed
  Rancho Cucamonga, CA
• 01/2024 → 06/2025
  Fidelity Investments
  San Francisco, CA
• 06/2015 → 06/2019
  United States Air Force
  Goldsboro, NC
• 08/2020 → 07/2022
  California Polytechnic State University Pomona
  Pomona, CA
• 03/2025 → 06/2025
  Fidelity Investments
  Boston, MA
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kannapolis, NC
• 07/2025 → Present
  Bank Of America, N.A.
  Kannapolis, NC

Previous Registrations

• 2025-03-31 → 2025-07-08
  Strategic Advisers Llc
  Concord, NC
  Boston, MA
• 2024-04-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Concord, NC
• 2022-12-01 → 2023-11-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA
  New York, NY
  Los Angeles, CA
  Huntington Park, CA
  Huntington Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28

Other Names

• Jared Wayne Clement
• Jared Clement
• Jared W Clement
• Jared W. Clement