Jeffrey Glen Rush

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

• 01/2015 → 02/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2017 → 06/2019
  Morgan Stanley
  Santa Monica, CA
• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 06/2019 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2013-06-14 → 2019-06-18
  Morgan Stanley
  Beverly Hills, CA
  Santa Monica, CA
  Beverly Hills, CA
• 2006-10-18 → 2013-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Los Angeles, CA
  Clayton, MO
  Garden City, NY
  New York, NY
  Pennington, NJ
• 2005-03-11 → 2006-10-04
  Principal Securities, Inc.
  Chesterfield, MO
  Chesterfield, MO

Other Businesses

I*4068267, Entity Type: , Name of OBA: L R TOD BENEFICIARIES ON FILE , Address: Clayton, Missouri, 63117, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/17/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2005-03-10
• S63 Uniform Securities Agent State Law Examination
  1998-10-23

Other Names

• Jeff Rush