Jennifer Balestrery

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

• 01/2009 → 10/2024
  Jpmorgan Securities Llc
  Chicago, IL
• 01/2009 → 10/2024
  Jpmorgan Chase Bank Na
  Chicago, IL
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2023-10-05 → 2024-10-08
  J.P. Morgan Securities Llc
  Chicago, IL
  Winnetka, IL
  Chicago, IL

Other Businesses

I*4832272, Entity Type: Not for profit. , Name of OBA: Youth Guidance, Address: Chicago, Illinois, 60602, Investment Related: N, Position, Title, Association: Advisory Board , Employee Start Date: 07/14/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: provide a role model as they seek careers, youth counseling

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-05
• S63 Uniform Securities Agent State Law Examination
  2000-10-19

Other Names

• Jennifer Helz
• Jennifer H Balestrery
• Jennifer Helz Balestrery