Jack Harrison Ashkinaze

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

• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2021 → 08/2022
  Beforeiponetwork
  Mahwah, NJ
• 08/2022 → 11/2022
  Unemployed
  West Orange, NJ
• 05/2020 → 08/2020
  Srip Law
  Boca Raton, FL
• 11/2019 → 01/2020
  Ups
  Parsippany, NJ
• 08/2018 → 05/2022
  University Of Vermont
  Burlington, VT
• 11/2020 → 01/2021
  Ups
  Parsippany, NJ
• 06/2018 → 08/2018
  Glen Ridge Board Of Education
  Glen Ridge, NJ
• 06/2019 → 06/2019
  Glen Ridge Board Of Education
  Glen Ridge, NJ
• 09/2014 → 06/2018
  Glen Ridge High School
  Glen Ridge, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-08-03

Other Names

• Jack Ashkinaze