Jing Allen

$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	2023-03-14
CT	RA	APPROVED	2023-01-30

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Quincy	MA	09/2022	Present
Scripts Asia Inc.	Seattle	WA	07/2020	Present
Tranzact	Boxborough	MA	10/2020	07/2022
Boston Education & Career Corp.	Boston	MA	01/2020	12/2020
Overseas Student Service Corp.	Boston	MA	10/2019	12/2019
Beyond Remarkable Llc	Boston	MA	11/2017	06/2019
Northeastern University	Boston	MA	01/2015	05/2017
Unemployed	Tewksbury	MA	07/2019	09/2019
Unemployed	Cambridge	MA	06/2017	10/2017
Bank Of America, N.A.	Quincy	MA	12/2022	Present

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Quincy, MA
07/2020 → Present

Scripts Asia Inc.

Seattle, WA
10/2020 → 07/2022

Tranzact

Boxborough, MA
01/2020 → 12/2020

Boston Education & Career Corp.

Boston, MA
10/2019 → 12/2019

Overseas Student Service Corp.

Boston, MA
11/2017 → 06/2019

Beyond Remarkable Llc

Boston, MA
01/2015 → 05/2017

Northeastern University

Boston, MA
07/2019 → 09/2019

Unemployed

Tewksbury, MA
06/2017 → 10/2017

Unemployed

Cambridge, MA
12/2022 → Present

Bank Of America, N.A.

Quincy, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-24

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