Jaimin Rohitkumar Patel

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2019 → 08/2022
  Aksia Llc
  New York, NY
• 10/2017 → 03/2019
  Ernst & Young Llp
  New York, NY
• 08/2016 → 10/2017
  Full Time Education
  Ann Arbor, MI

Other Businesses

I*2829286, Entity Type: , Name of OBA: Rental Property 1, Address: Orlando, Florida, 32827, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2022-12-19