Jason Pasquariello

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
  Pennington, NJ
• 12/2023 → 05/2024
  Kelly Services
  Passaic, NJ
• 08/2021 → 09/2023
  William Paterson University
  Wayne, NJ
• 06/2020 → 06/2021
  Petrozza & Associates
  Woodland Park, NJ
• 05/2019 → 08/2019
  Progyny
  New York, NY
• 05/2018 → 08/2018
  Progyny
  New York, NY
• 08/2017 → 12/2020
  Pace University
  New York, NY
• 05/2017 → 08/2017
  Progyny
  New York, NY
• 05/2016 → 07/2020
  North Jersey Country Club
  Wayne, NJ
• 12/2015 → 05/2016
  Shoprite
  Wayne, NJ
• 09/2013 → 06/2017
  International High School
  Paterson, NJ
• 06/2024 → Present
  Bank Of America, N.A.
  Pennington, NJ

Other Businesses

Name of the other businessNorth Jersey Country Club Whether the business is investment-relatedno Address of the other businessWayne, NJ Nature of the other businessCountry Club, Golf Your positionCaddie Title, or relationship with the other businessCaddie Start date of your relationship05/2016 Approximate number of hours/month you devote to the other business20 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessAssist members with their Golf round

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Jason David Pasquariello