Allison Jordan

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

• 02/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plantation, FL

Other Businesses

*I 1741293 Name of the other businessJ's Rentals and Investments CorporationWhether the business is investment-relatedNo the business is not investment relatedAddress of the other business POMAPNO BEACH FL. 33069Nature of the other businessFamily business - Rental PropertyYour positionPart OwnerTitle, or relationship with the other businessPresidentStart date of your relationship02/04/2019Approximate number of hours/month you devote to the other business1 hourNumber of hours you devote to the other business during securities trading hoursNoneBriefly describe your duties relating to the other businessCollecting rent, paying bills such as mortgage, insurance, taxes. part owner of family business - rental property

Exams

• S66 Uniform Combined State Law Examination
  2024-10-30

Other Names

• Allison Mootra