Mustafa Al Jadooa

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

• 06/2023 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Sterling, VA
• 06/2023 → 06/2025
  J.P. Morgan Securities Llc
  Sterling, VA
• 02/2020 → 05/2023
  Bank Of America, National Association
  Reaton, VT
• 01/2019 → 04/2020
  Doordash
  Washington, DC
• 04/2018 → 02/2020
  Fairfax County Park Athority
  Chantilly, VA
• 12/2017 → 05/2018
  Harris Teeter
  Chantilly, VA
• 06/2013 → 11/2017
  Unemployed
  Amman
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 09/2025 → Present
  Bank Of America, N.A.
  Vienna, VA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08
• S63 Uniform Securities Agent State Law Examination
  2023-07-25

Other Names

• Mustafa Ali Sabah Al Jadooa