Jared Matthew Kolinsky

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

• 07/2024 → 04/2025
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2020 → 05/2024
  Pennsylvania State University
  State College, PA
• 06/2023 → 08/2023
  Bryn Mawr Trust
  Wilmington, DE
• 05/2022 → 08/2022
  Yesterday's Creekside Tavern
  Marmora, NJ
• 05/2021 → 08/2021
  Kelly's Security Services Inc
  Chester Springs, PA
• 08/2016 → 06/2020
  Downingtown East High School
  Exton, PA
• 08/2018 → 11/2018
  Milky Way Farms
  Chester Springs, PA
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-20
• S63 Uniform Securities Agent State Law Examination
  2024-10-21

Other Names

• Jared M Kolinsky
• Jared Kolinsky