Jessica B Cabral

$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	2025-01-15
PA	RA	APPROVED	2024-11-27

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wayne	PA	07/2024	Present
Unemployed	San Deigo	CA	11/2023	07/2024
Marble Law	San Diego	CA	07/2022	11/2023
Graff & Associates	Jenkintown	PA	01/2021	06/2022
Unemployed From Silver From Silver	Armore	PA	02/2004	01/2021
Bank Of America, N.A.	Wayne	PA	09/2024	Present

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayne, PA
11/2023 → 07/2024

Unemployed

San Deigo, CA
07/2022 → 11/2023

Marble Law

San Diego, CA
01/2021 → 06/2022

Graff & Associates

Jenkintown, PA
02/2004 → 01/2021

Unemployed From Silver From Silver

Armore, PA
09/2024 → Present

Bank Of America, N.A.

Wayne, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-26

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