Jennifer Nwagbo

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2018-09-12

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	01/2018	Present
Unemployed	Elkins Park	PA	09/2017	01/2018
Ocwen Financial Corporation	Ft. Washington	PA	11/2013	09/2017

01/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
09/2017 → 01/2018

Unemployed

Elkins Park, PA
11/2013 → 09/2017

Ocwen Financial Corporation

Ft. Washington, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-07