Jessica Ann Lyon

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

• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
• 11/2023 → 06/2025
  Timberland Bank
  Tacoma, WA
• 01/2018 → 11/2023
  Bank Of America
  Tacoma, WA
• 12/2016 → 01/2018
  Us Bank
  Tacoma, WA
• 06/2016 → 12/2016
  Alliance Marketing Firm
  San Diego, CA
• 09/2013 → 06/2016
  Bank Of America
  San Diego, CA
• 04/2022 → 04/2022
  Café Elite
  Lakewood, WA
• 12/2025 → Present
  Bank Of America, N.A.
  Tacoma, WA

Other Businesses

I* 2599264, Entity Type Entity For Profit, Name of OBA: door dash Address: san franciscoCalifornia94107 Investment Related: No Position, Title, Association:Consultant/Independent Contractor Employee Start Date: 06/01/2023 No Hours: 0 No Hours during trading: 0 Duties:I was picking up.driving food to houses, Food Courier

Exams

• S66 Uniform Combined State Law Examination
  2025-12-29

Other Names

• Jessica A Lyon