Jillisa Rae Hayward

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cedar Rapids, IA
• 11/2021 → 07/2022
  University Of Phoenix
  Charlotte, NC
• 07/2022 → 03/2023
  University Of Phoenix
  Charlotte, NC
• 03/2015 → 12/2017
  University Of Phoenix
  Pensacola, FL
• 12/2017 → 06/2021
  University Of Phoenix
  Daytona Beach, FL
• 07/2021 → 07/2022
  University Of Phoenix
  Charlotte, NC
• 07/2022 → 03/2023
  University Of Phoenix
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-12-20

Other Names

• Jillisa Rae Kingrey