Jaden S Witte-Schrock

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, NH
• 06/2023 → 08/2023
  Cooper Street Capital
  Aspen, CO
• 09/2023 → 05/2024
  Bates College Center For Purposeful Work
  Lewiston, ME
• 07/2023 → 08/2023
  Whole Foods
  Basalt, CO
• 05/2022 → 08/2022
  Sachem Strategies
  Boston, MA
• 02/2021 → 04/2022
  Bates College Harward Center For Community Partnerships
  Lewiston, ME
• 02/2021 → 05/2021
  United States Senate
  Lewiston, ME
• 06/2021 → 12/2022
  Packard Dierking Llc
  Boulder, CO
• 08/2018 → 09/2022
  Warren, Carlson, & Moore Llp
  Niwot, CO
• 02/2018 → 04/2018
  Gary A Jacobs & Associates
  Boulder, CO
• 08/2016 → 05/2020
  Niwot High School
  Longmont, CO
• 08/2020 → 05/2024
  Bates College
  Lewiston, ME
• 01/2022 → 04/2022
  Bates College
  Lewiston, ME
• 08/2021 → 04/2022
  Bates College
  Lewiston, ME
• 01/2024 → 05/2024
  Bates College Department Of Politics
  Lewiston, ME

Exams

• S66 Uniform Combined State Law Examination
  2026-01-02

Other Names

• Jaden Shepherd Schrock
• Jaden Shepherd Witte-Schrock