Yoleiba J Jenner
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
15 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- J.P. Morgan Securities LLCJul 2024 to May 2025
- JPMorgan Chase Bank, N.A.Jul 2024 to May 2025
- Bank of America, N.A.Nov 2020 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2020 to Jul 2024
- Legendary MeatsJun 2019 to Nov 2020
- TelemedJun 2018 to Dec 2018
- Olive GardenFeb 2018 to Apr 2018
- Spirit DeliverySep 2017 to Dec 2017
- The Cleaning AuthoritySep 2017 to Oct 2017
- UberAug 2017 to May 2023
- Intercontinental ServicesJan 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7667695
- Firm CRD
- 7691