Jacqueline Ramsey

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

• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2019 → 06/2022
  Unemployed
  New York, NY
• 10/2012 → 01/2019
  Crain Communications, Ad Age
  New York, NY
• 03/2019 → 08/2019
  Brand Innovators
  New York, NY
• 09/2022 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

A L, LLC. It is not investment related. Not yet launched direct to consumer company focused on young girls and puberty. I work approximately 20 hours per month NOT during trading hours. My work is related to marketing, branding and pr/engagement for the brand. I*2125276, Entity Type: Fiduciary, Name of OBA: TPR Trust, Address: Nashville, Tennessee, 37204, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 10/21/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3453282, Entity Type: Entity For Profit, Name of OBA: The Wellness Company, Address: Idaho Falls, Idaho, 83402, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/01/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I shop here as a customer and would like to refer others to do the same. If i refer a customer and they begin shopping there, there is potential for me to get paid a referral bonus a wellness online store for household and health essentials. consumer products online so that you can shop easily and save time and money.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-01

Other Names

• Jacqueline Lerner
• Jackie Lerner
• Jackie Ramsey