Jillian R Greenberg

$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	2025-02-14
NY	RA	APPROVED	2023-10-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Minneapolis	MN	09/2022	Present
Indiana University	Bloomington	IN	08/2018	05/2022
Wayzata School District	Plymouth	MN	09/2008	08/2018
Unemployed	Maple Grove	MN	05/2022	09/2022

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Minneapolis, MN
08/2018 → 05/2022

Indiana University

Bloomington, IN
09/2008 → 08/2018

Wayzata School District

Plymouth, MN
05/2022 → 09/2022

Unemployed

Maple Grove, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-09