Jane Glaubinger

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

• 07/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2009 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*3404274, Entity Type: , Name of OBA: L G, Address: New York, New York, 10016, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/14/2025, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-03-02
• S63 Uniform Securities Agent State Law Examination
  1986-10-20

Other Names

• Jane Sue Glaubinger