Jesse P Kahn

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

• 01/2018 → 03/2019
  Nylife Securities Llc
  Bethesda, MD
• 09/2017 → 03/2019
  New York Life Insurance
  Bethesda, MD
• 06/2017 → 09/2017
  Unemployed
  North Potomac, MD
• 06/2011 → 05/2017
  University Of South Carolina
  Columbia, SC
• 04/2019 → 01/2023
  Citigroup
  Potomac, MD
• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alexandria, VA
• 02/2023 → Present
  Bank Of America, N.A.
  Alexandria, VA

Previous Registrations

• 2019-05-06 → 2023-01-04
  Citigroup Global Markets Inc.
  Miami, FL
  Chicago, IL
  Washington, DC
  Gloucester, VA
  Potomac, MD
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Fort Mill, SC
  San Antonio, TX
  Chicago, IL
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-01
• S63 Uniform Securities Agent State Law Examination
  2018-05-31

Other Names

• Jesse Kahn