Marlon Francisco Jacome

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

• 02/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 01/2023 → Present
  Brightview Senior Living
  Randolph, NJ
• 11/2025 → 01/2026
  Valley Bank
  Parsippany, NJ
• 11/2025 → 11/2025
  Sherwin-Williams Paint Store
  Ledgewood, NJ
• 02/2025 → 06/2025
  Bank Of America
  Succasunna, NJ
• 09/2023 → 10/2023
  Fedex Ground
  Dover, NJ
• 10/2023 → 10/2023
  Shoprite
  Succasunna, NJ
• 11/2022 → 11/2022
  Wells Fargo
  Wayne, NJ
• 06/2022 → 08/2022
  Lakeland Bank
  Boonton, NJ
• 05/2022 → 06/2022
  Costco Wholesale
  Wharton, NJ
• 02/2022 → 04/2022
  Cvs Pharmacy
  Rockaway, NJ
• 01/2022 → 02/2022
  Livewell Pharmacy
  Randolph, NJ
• 12/2021 → 12/2021
  Lowe's
  Morris Plains, NJ
• 11/2021 → 11/2021
  Target
  Rockaway, NJ
• 10/2021 → 11/2021
  Best Buy
  Rockaway, NJ
• 08/2021 → 09/2021
  Apple
  Rockaway, NJ
• 06/2020 → 06/2020
  Aldi
  Rockaway, NJ
• 03/2020 → 03/2020
  Td Bank
  Morris Plains, NJ
• 11/2019 → 11/2019
  Dick's Sporting Goods
  Rockaway, NJ
• 06/2019 → 11/2019
  Nordstrom Rack
  Rockaway, NJ
• 10/2018 → 01/2019
  La Fitness
  Randolph, NJ
• 09/2018 → 10/2018
  Kirkland's
  Rockaway, NJ
• 04/2018 → 04/2018
  Express
  Rockaway, NJ
• 03/2018 → 04/2018
  Red Robin
  Rockaway, NJ
• 10/2017 → 11/2017
  Target
  Rockaway, NJ
• 09/2017 → 10/2017
  Staples
  Randolph, NJ
• 02/2017 → 04/2017
  Walmart
  Rockaway, NJ
• 08/2016 → 10/2016
  Shoprite
  Wharton, NJ
• 01/2020 → 02/2020
  Chick-Fil-A
  Morris Plains, NJ
• 02/2022 → 02/2022
  Bmw
  Kenvil, NJ
• 07/2018 → 07/2018
  Finish Line
  Rockaway, NJ
• 12/2022 → 12/2022
  Walgreens
  Ledgewood, NJ
• 09/2022 → 10/2022
  Unemployed
  Dover, NJ
• 04/2020 → 05/2020
  Unemployed
  Dover, NJ
• 12/2019 → 12/2019
  Unemployed
  Dover, NJ
• 08/2018 → 08/2022
  County College Of Morris
  Randolph, NJ
• 08/2018 → 08/2018
  Unemployed
  Dover, NJ
• 05/2018 → 06/2018
  Unemployed
  Dover, NJ
• 12/2017 → 02/2018
  Dover High School
  Dover, NJ
• 05/2017 → 08/2017
  Dover High School
  Dover, NJ
• 11/2016 → 01/2017
  Dover High School
  Dover, NJ
• 01/2021 → 03/2021
  Whole Foods Market
  Morristown, NJ
• 01/2023 → 08/2024
  Rutgers University Newark
  Newark, NJ
• 02/2022 → 02/2022
  Ryan Motors Of Denville
  Kenvil, NJ

Other Businesses

Name of the other businessBrightview Senior Living Whether the business is investment-relatedNot investment-related Address of the other businessRandolph, NJ Nature of the other businessIt is a senior living community providing independent living, assisted living, and memory care services for residents. Your positionPer Diem Concierge Title, or relationship with the other businessPer Diem employment Start date of your relationshipJan-23 Approximate number of hours/month you devote to the other business8 to 16 hours per month Number of hours you devote to the other business during securities trading hours0 devoted hours to the other business during securities trading hours Briefly describe your duties relating to the other businessConcierge/front desk support at senior living community. Duties include greeting residents and visitors, answering phones, and administrative assistance, non-investment related.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-22