Jennifer L Sisson

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

• 02/2016 → 03/2017
  Self Employed
  Lubbock, TX
• 04/2017 → 10/2017
  Blenheim Hill Farm
  Blenheim, NY
• 04/2019 → 03/2025
  Aspen And Pike Business Services
  Kaysville, UT
• 11/2017 → 03/2018
  A Taste Of Europe
  Cobleskill, NY
• 03/2025 → 06/2026
  Fidelity Investments
  Salt Lake City, UT
• 04/2018 → 01/2019
  Best Staffing Solutions
  Gloversville, NY
• 02/2019 → 08/2020
  Hunter'S Lodge
  Paducah, TX
• 08/2014 → 09/2016
  Real Good Syrup
  Lubbock, TX
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington, UT
• 06/2025 → 05/2026
  The American College
  Salt Lake City, UT
• 07/2026 → Present
  Bank Of America, N.A.
  Farmington, UT

Other Businesses

I*4772309, Entity Type Entity For Profit, Name of OBA: Bison Outdoor Solutions Address: Kaysville Utah 84037 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/11/2025 No Hours: 1 yearly No Hours during trading: 0 Duties: Authorized signer on business checking account. I periodically deposit checks. This is my only role in handling funds. Basically my name is on the account so I have access to funds in the unlikely event that my spouse passes away. I am an authorized signer on the business accounts for Bison Outdoors, a wildlife consulting firm run by my spouse Aaron Sisson. He creates wildlife management plans for landowners in Texas and other states. I*4775298, Entity Type Entity For Profit , Name of OBA: Mystery shopping Address: Kaysville Utah 84037 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 02/05/2013 No Hours: 5 monthly No Hours during trading: 0 Duties: I*4778288, Entity Type, Name of OBA: Rental Property - 01-Jul-26 - 1 Address: Quanah Texas 79252 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/07/2023 No Hours: 20 Yearly No Hours during trading: 0 Duties: I*4782272, Entity Type, Name of OBA: Rental Property - 01-Jul-26 - 2 Address: Paducah Texas 79248 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 03/11/2022 No Hours: 20 yearly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2026-07-23
• S63 Uniform Securities Agent State Law Examination
  2025-06-18

Other Names

• Jennifer Loring Sisson
• Jennifer Sisson
• Jennifer Loring Morgan
• Jenni Sisson
• Jenni Morgan