Jesse Carlos Leblanc

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

• 11/1999 → Present
  Dean Witter Reynolds Inc.
  Jersey City, NJ
• 11/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 01/2014 → Present
  Self Employed
  Baltimore, MD
• 05/2017 → Present
  Bank Of America, N.A.
  Baltimore, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-18
• S65 Uniform Investment Adviser Law Examination
  2016-11-12

Other Names

• Tbone Leblanc
• Jesse C Leblanc