Jake Cameron Sendley

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

• 10/2018 → 12/2021
  Wells Fargo Clearing Services, Llc
  Westport, CT
• 06/2018 → 10/2018
  Robert Half International Inc.
  Menlo Park, CA
• 09/2014 → 05/2018
  University Of Connecticut
  Storrs, CT
• 06/2017 → 05/2018
  Radler Retirement Strategies, Llc
  West Hartford, CT
• 09/2014 → 07/2017
  Mark Edward Freitas Ice Forum
  Storrs, CT
• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 01/2022 → Present
  Bank Of America, N.A.
  Stamford, CT

Previous Registrations

• 2019-04-01 → 2021-12-07
  Wells Fargo Clearing Services, Llc
  Westport, CT

Other Businesses

DOORDASH; NOT INVESTMENT RELATED; STAMFORD,CT; DELIVERY DRIVER; START DATE 11/09/2020; NUMBER OF HOURS PER MONTH 25; NUMBER OF HOURS DURING TRADING 0; FOOD DELIVERY. I* 633238, Entity Type, Entity For Profit Name of OBA: DOORDASH Address: San Francisco, California, 94103 Investment Related: No Position, Title, Association: Employee Employee Start Date: 02/15/2021No Hours: 10 No Hours during trading: 0 Duties: Purpose is to deliver food to customers. Have not worked for Doordash recently but will be receiving a W-2 form for this year from them.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-01

Other Names

• Jake Cameron Sendley
• Jake Sendley