Jessica Rudin

$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	2023-02-10
NC	RA	APPROVED	2023-02-07

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	07/2022	01/2023
Naples Pizza & Pasta	New Egypt	NJ	08/2017	08/2019
The Preiss Company - The Row At The Stadium	Columbia	SC	04/2020	04/2022
University Of South Carolina	Columbia	SC	08/2018	05/2022
Unemployed	Allentown	NJ	07/2012	07/2017
Unemployed	New Egypt	NJ	05/2022	06/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	01/2023	Present

07/2022 → 01/2023

Equitable Advisors, Llc

New York, NY
08/2017 → 08/2019

Naples Pizza & Pasta

New Egypt, NJ
04/2020 → 04/2022

The Preiss Company - The Row At The Stadium

Columbia, SC
08/2018 → 05/2022

University Of South Carolina

Columbia, SC
07/2012 → 07/2017

Unemployed

Allentown, NJ
05/2022 → 06/2022

Unemployed

New Egypt, NJ
01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-14

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