Jorge Alexis Aguilar

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

• 05/2020 → 08/2022
  Investors Bancorp Inc
  Islandia, NY
• 09/2019 → 02/2020
  The Bryant- 100 Hospitality Llc
  Huntington, NY
• 01/2015 → 09/2019
  Unemployed
  Huntington, NY
• 02/2020 → 05/2020
  Unemployed
  Huntington, NY
• 09/2022 → 10/2022
  Citizens Securities, Inc
  Islandia, NY
• 09/2022 → 10/2022
  Citizens Bank, N.A
  Islandia, NY
• 10/2022 → 05/2024
  Citizens Securities, Inc.
  Westwood, MA
• 10/2022 → 11/2023
  Citizens Bank, N/A
  Levittown, NY
• 11/2023 → 05/2024
  Citizens Bank, N/A
  Garden City, NY
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2020 → 04/2020
  Amazon.cOm, Inc. And Its Affiliates
  Bethpage, NY
• 08/2019 → 02/2020
  Wheatley Restaurant Llc Dba
  Huntington, NY
• 07/2024 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2022-11-12 → 2024-06-07
  Citizens Securities, Inc.
  Islandia, NY
  Islandia, NY
  Albany, NY
  Conshohocken, PA
  Garden City, NY
  Albany, NY
  Levittown, NY
  Hudson, NH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-12
• S63 Uniform Securities Agent State Law Examination
  2022-10-05

Other Names

• Jorge Alexis Kiesel
• Jorge Aguilar-Torrejon