Jules Narod

$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_RES	2024-02-15
IL	RA	APPROVED	2024-01-11

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	09/2022	Present
Shine Power Wash Co.	Northbrook	IL	05/2019	08/2022
Craig Steven Development Corporation	Northbrook	IL	06/2019	08/2019
Indiana University Bloomington Kelley School Of Business	Bloomington	IN	08/2018	07/2023
Alex Narod Cpa, Pc	Northbrook	IL	12/2018	12/2022
Narod Consulting Group	Northbrook	IL	01/2014	11/2017
Glenbrook North Highschool	Northbrook	IL	08/2014	06/2018
Chipotle Mexican Grill	Northbrook	IL	01/2017	12/2017
Graeter's Ice Cream Shop	Northbrook	IL	01/2016	12/2016

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
05/2019 → 08/2022

Shine Power Wash Co.

Northbrook, IL
06/2019 → 08/2019

Craig Steven Development Corporation

Northbrook, IL
08/2018 → 07/2023

Indiana University Bloomington Kelley School Of Business

Bloomington, IN
12/2018 → 12/2022

Alex Narod Cpa, Pc

Northbrook, IL
01/2014 → 11/2017

Narod Consulting Group

Northbrook, IL
08/2014 → 06/2018

Glenbrook North Highschool

Northbrook, IL
01/2017 → 12/2017

Chipotle Mexican Grill

Northbrook, IL
01/2016 → 12/2016

Graeter's Ice Cream Shop

Northbrook, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-06

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