Jack Murray

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

• 10/2019 → 03/2021
  Pruco Securities Llc
  Wallingford, CT
• 03/2019 → 07/2019
  Massmutual
  New York City, NY
• 06/2018 → 03/2019
  Northwestern Mutual
  Connecticut, CT
• 05/2017 → 06/2018
  Brewers Bruce And Johnsons
  Branford, CT
• 05/2016 → 05/2017
  P Diana And Sons
  New Haven, CT
• 07/2019 → 11/2019
  Murray Company Inc
  Branford, CT
• 01/2020 → 03/2021
  The Prudential Insurance Company Of America
  Wallingford, CT
• 03/2021 → 02/2023
  Guardian Life Insurance Company
  New Haven, CT
• 04/2021 → 02/2023
  Park Avenue Securities
  New Haven, CT
• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Haven, CT
• 04/2023 → Present
  Bank Of America N.A.
  New Haven, CT

Previous Registrations

• 2021-04-14 → 2023-02-16
  Park Avenue Securities Llc
  New Haven, CT
• 2020-12-17 → 2021-03-29
  Pruco Securities, Llc.
  Shelton, CT
  Wallingford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-11
• S63 Uniform Securities Agent State Law Examination
  2019-12-23

Other Names

• Jack Joseph Murray