Jennifer L Thompson

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

• 03/2004 → 01/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Cincinnati, OH
• 01/2017 → 11/2025
  Morgan Stanley
  Cincinnati, OH
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH

Previous Registrations

• 2017-01-20 → 2025-11-17
  Morgan Stanley
  Cincinnati, OH
• 2005-06-08 → 2017-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

I*3530266, Entity Type, Name of OBA: DJL Address: Villa HillsKentucky41017 Investment Related: No Position, Title, Association: Power of AttorneyEmployee Start Date:01/13/2026 No Hours: 1 weekly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2005-06-07

Other Names

• Jennifer Lynn Van Hagen
• Jennifer Lynn Vanhagen
• Jennifer Lynn Thompson