Timothy Keith Jenkins

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

• 06/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2009 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*100359 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: VAIL RESORTS - WILMOT MTN INVESTMENT RELATED: N ADDRESS OF BUSINESS: TWIN LAKES, WISCONSIN 53181 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 11/30/2016 NUMBER OF HOURS DEVOTED: 16 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SEASONAL PART-TIME SKI INSTRUCTOR

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-10
• S63 Uniform Securities Agent State Law Examination
  1980-03-27

Other Names

• Tim Jenkins