Jennifer Roneker
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income.
Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals.
Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.
Bank Of America, N.A.
2023 - Present (3 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2023 - Present (3 years)
Citizens Securities, Inc.
2020 - 2023 (3 years)
Morgan Stanley
2013 - 2020 (7 years)
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