Jennifer Ashley Minton

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

• 08/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK

Other Businesses

I*2453296, Entity Type: For Profit, Name of OBA: Ochiltree CO TX minerals , Address: Denver, CO 80220, Investment Related: No, Position, Title, Association: Other, Employee State Date: 02/02/2025, No Hours: 0 No Hours during Trading: 0 Duties: Mineral rights on property in Ochiltree county, TX - I have no responsibilities to perform I*4098271 Entity Type: For Profit Name of OBA: Orae Wellness LLC Address: Denver, Colorado, 80220 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 04/01/2026 Number of Hours: 6, Monthly Number of Hours during trading: 0 Duties: Wellness business that focuses on breathwork. I will be facilitating breathwork sessions.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-17
• S63 Uniform Securities Agent State Law Examination
  1996-01-12
• S65 Uniform Investment Adviser Law Examination
  1996-01-12