Jennifer Marie Rohde

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

• 05/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grosse Pointe, MI
• 05/2013 → 05/2017
  Rogers Benefit Group
  Phoenix, AZ
• 02/2022 → Present
  Bank Of America, N.A.
  Grosse Pointe, MI

Other Businesses

I*425742 For profit or not for profit: Entity For Profit Name of outside business organization: The City of Farmington Hills Investment related: N Address of business: Farmington Hills, Michigan, 48336 Nature of business: ["S Corporation"] Position, title, association: ["Consultant/Independent Contractor","Treasurer"], Start date of relationship: 3/2/2019 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I will be teaching a beginning hand-lettering calligraphy class

Exams

• S66 Uniform Combined State Law Examination
  2020-10-08

Other Names

• Jennifer M Cafagna
• Jennifer Rohde