Jasmine Tynae Wagner

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-17
FL	RA	APPROVED	2025-03-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	07/2024	Present
Concierge Care	Jacksonville	FL	08/2022	01/2024
Uf Health Jacksonville	Jacksonville	FL	11/2019	08/2022
Uf Health	Gainesville	FL	12/2018	11/2019
The Plaza Health And Rehab	Gainesville	FL	08/2018	12/2018
Tgi Fridays	Gainesville	FL	03/2017	08/2018
Little Caesars	Newberry	FL	06/2015	02/2017
Year Up	Jacksonville	FL	02/2024	07/2024
Bank Of America, N.A.	Jacksonville	FL	02/2026	Present

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
08/2022 → 01/2024

Concierge Care

Jacksonville, FL
11/2019 → 08/2022

Uf Health Jacksonville

Jacksonville, FL
12/2018 → 11/2019

Uf Health

Gainesville, FL
08/2018 → 12/2018

The Plaza Health And Rehab

Gainesville, FL
03/2017 → 08/2018

Tgi Fridays

Gainesville, FL
06/2015 → 02/2017

Little Caesars

Newberry, FL
02/2024 → 07/2024

Year Up

Jacksonville, FL
02/2026 → Present

Bank Of America, N.A.

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-28

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