Jared P Srsic

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynchburg, VA
• 11/2022 → 05/2024
  Woodforest National Bank
  Salem, VA
• 05/2018 → 06/2023
  The Fresh Market
  Roanoke, VA
• 03/2013 → 02/2018
  Town Kitchen &Amp; Provisions
  Bedford, VA
• 03/2018 → 10/2018
  Big Lick Brewing Company, Llc.
  Roanoke, VA
• 11/2017 → 02/2018
  Haywire Hospitality, Llc
  Petersburg, VA
• 05/2017 → 11/2017
  Beales, Llc
  Bedford, VA
• 05/2001 → 02/2018
  Millstone Tea Room, Inc.
  Bedford, VA
• 07/2024 → Present
  Bank Of America, N.A.
  Lynchburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-26