Leilani Moten

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

• 07/2021 → 06/2023
  Jpmorgan Chase Bank, Na
  Baltimore, MD
• 07/2023 → 03/2025
  Jpmorgan Securities Llc
  Baltimore, MD
• 07/2020 → 08/2022
  Jpmorgan Chase Bank, Na
  Crofton, MD
• 06/2019 → 07/2019
  Jpmorgan Chase Bank, Na
  Wilmington, DE
• 08/2017 → 05/2021
  Morgan State University
  Baltimore, MD
• 07/2013 → 07/2017
  Unemployed
  Bowie, MD
• 07/2023 → 03/2025
  Jpmorgan Chase Bank, Na
  Baltimore, MD
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 06/2025 → Present
  Bank Of America, N.A
  Baltimore, MD

Previous Registrations

• 2023-10-27 → 2025-03-28
  J.P. Morgan Securities Llc
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2023-09-28

Other Names

• Leilani Noelana Cherysh Moten