Debra Jorgensen

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

• 07/1984 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2009 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*20946For profit or not for profit: Non-Profit OrganizationName of outside business organization: Larkin Street Youth ServicesInvestment related: NAddress of business:San Francisco, California 94102Nature of business: Other,501c3Position, title, association: Other, Honorary DirectorStart date of relationship: 0001-01-01Number of hours devoted: 24 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Charitable Organization - Serving Runaway Youth Board MemberI*: 2133283Entity Type: Entity CharitableName of OBA: Stanford UniversityAddress: Stanford, CA 94305Investment Related: nPosition, Title, Association: CommitteeEmployee Start Date: 01/15/2025No Hours: 5hr/moNo Hours during trading: 4Duties: Provide feedback with other committee members on the initiatives and programs of Stanford.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-11
• S63 Uniform Securities Agent State Law Examination
  1984-10-01

Other Names

• Debra Lynn Gamboa
• Debbie Jorgensen